Filed December 4, 2019 (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 | $73,910 | $49,177+50.3% | $79,464-7.0% | $64,186+15.2% |
| Participation rate | 90.5% | 65.0%+25.4pp | 73.3%+17.1pp | 69.6%+20.9pp |
| Annual return | -5.89% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,313 | $2,076+107.7% | $2,800+54.0% | $2,381+81.1% |
| Participant deferral / active EE | $6,881 | $2,821+143.9% | $3,704+85.8% | $3,470+98.3% |
| Admin fee / account holder | $15,582 | $3,839+305.9% | $5,113+204.7% | $4,888+218.8% |