Filed December 20, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,488 | $115,770-11.5% | $101,248+1.2% | $158,922-35.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.21% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,827 | $4,175-32.3% | $3,660-22.7% | $4,761-40.6% |
| Participant deferral / active EE | $797 | $4,957-83.9% | $4,370-81.8% | $5,982-86.7% |
| Admin fee / account holder | $2,282 | $7,245-68.5% | $5,945-61.6% | $11,246-79.7% |