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 | $108,270 | $73,933+46.4% | $96,683+12.0% | $75,163+44.0% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.0pp |
| Annual return | 22.03% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,090 | $2,928+5.5% | $3,737-17.3% | $2,670+15.7% |
| Participant deferral / active EE | $6,657 | $3,659+82.0% | $4,878+36.5% | $4,125+61.4% |
| Admin fee / account holder | $1,113 | $5,216-78.7% | $6,730-83.5% | $5,651-80.3% |