Filed January 22, 2020 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,836 | $96,635-61.9% | $86,612-57.5% | $139,434-73.6% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 24.00% | 106.41%-82.4pp | 591.07%-567.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,228 | $3,263-1.1% | $3,022+6.8% | $4,751-32.0% |
| Participant deferral / active EE | $5,494 | $4,836+13.6% | $4,438+23.8% | $6,710-18.1% |
| Admin fee / account holder | $1,368 | $6,408-78.6% | $5,614-75.6% | $11,403-88.0% |