Filed July 9, 2019
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,142 | $83,477+103.8% | $125,175+35.9% | $72,985+133.1% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.5%+25.1pp |
| Annual return | 12.44% | 25.78%-13.3pp | 43.79%-31.3pp | 81.00%-68.6pp |
| Employer contribution / active EE | $2,230 | $2,345-4.9% | $3,865-42.3% | $2,440-8.6% |
| Participant deferral / active EE | $5,267 | $3,585+46.9% | $4,937+6.7% | $3,607+46.0% |
| Admin fee / account holder | $3,005 | $5,517-45.5% | $9,702-69.0% | $5,124-41.4% |