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 | $79,416 | $125,758-36.9% | $169,993-53.3% | $75,163+5.7% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 16.26% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,263 | $4,615-29.3% | $6,785-51.9% | $2,670+22.2% |
| Participant deferral / active EE | $6,468 | $6,837-5.4% | $10,408-37.8% | $4,125+56.8% |
| Admin fee / account holder | $1,812 | $8,173-77.8% | $12,815-85.9% | $5,651-67.9% |