Filed November 22, 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 | $119,571 | $89,753+33.2% | $107,525+11.2% | $84,808+41.0% |
| Participation rate | 93.3% | 68.1%+25.2pp | 75.1%+18.2pp | 68.3%+24.9pp |
| Annual return | 15.98% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,997 | $3,113+60.5% | $3,754+33.1% | $2,631+89.9% |
| Participant deferral / active EE | $9,487 | $4,056+133.9% | $5,116+85.5% | $4,212+125.3% |
| Admin fee / account holder | $18,891 | $7,222+161.6% | $8,919+111.8% | $7,344+157.2% |