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 | $237,844 | $114,381+107.9% | $107,525+121.2% | $142,382+67.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.26% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $12,786 | $4,015+218.5% | $3,754+240.6% | $4,299+197.4% |
| Participant deferral / active EE | $15,460 | $5,564+177.8% | $5,116+202.2% | $6,507+137.6% |
| Admin fee / account holder | $2,416 | $9,860-75.5% | $8,919-72.9% | $12,624-80.9% |