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 | $141,049 | $77,314+82.4% | $177,989-20.8% | $80,856+74.4% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 9.18% | 18.09%-8.9pp | 294.48%-285.3pp | 35.59%-26.4pp |
| Employer contribution / active EE | $15,180 | $2,292+562.3% | $3,949+284.4% | $2,755+451.0% |
| Participant deferral / active EE | $6,835 | $4,411+55.0% | $6,276+8.9% | $4,296+59.1% |
| Admin fee / account holder | $33,555 | $7,191+366.6% | $10,363+223.8% | $6,918+385.0% |