Filed December 5, 2018 (most recent of 3 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 | $103,992 | $148,978-30.2% | $200,582-48.2% | $84,808+22.6% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 15.08% | 28.16%-13.1pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,407 | $4,815-29.2% | $6,419-46.9% | $2,631+29.5% |
| Participant deferral / active EE | $6,125 | $7,142-14.2% | $9,331-34.4% | $4,212+45.4% |
| Admin fee / account holder | $3,496 | $13,977-75.0% | $16,305-78.6% | $7,344-52.4% |