Filed April 8, 2019
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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,505 | $70,669+87.5% | $169,368-21.8% | $75,163+76.3% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.7pp | 67.2%+29.7pp |
| Annual return | 11.86% | 36.36%-24.5pp | 405.60%-393.7pp | 160.62%-148.8pp |
| Employer contribution / active EE | $5,188 | $2,211+134.7% | $4,013+29.3% | $2,670+94.3% |
| Participant deferral / active EE | $5,096 | $4,311+18.2% | $6,221-18.1% | $4,125+23.5% |
| Admin fee / account holder | $12,086 | $5,402+123.7% | $9,003+34.2% | $5,651+113.9% |