Filed September 11, 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 | $143,552 | $78,672+82.5% | $109,143+31.5% | $85,850+67.2% |
| Participation rate | 79.3% | 68.3%+11.0pp | 75.9%+3.4pp | 69.3%+10.0pp |
| Annual return | 15.66% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,144 | $2,735-21.6% | $3,722-42.4% | $2,565-16.4% |
| Participant deferral / active EE | $5,329 | $3,467+53.7% | $4,653+14.5% | $3,952+34.8% |
| Admin fee / account holder | $4,346 | $5,469-20.5% | $6,752-35.6% | $6,260-30.6% |