Filed October 24, 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 | $176,833 | $111,754+58.2% | $103,333+71.1% | $145,922+21.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $13,093 | $4,212+210.8% | $3,868+238.5% | $4,660+181.0% |
| Participant deferral / active EE | $15,864 | $5,619+182.3% | $5,057+213.7% | $6,688+137.2% |
| Admin fee / account holder | $142,294 | $9,750+1359.4% | $8,355+1603.2% | $13,397+962.1% |