Filed September 25, 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 | $50,309 | $60,124-16.3% | $90,404-44.4% | $79,858-37.0% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 8.91% | 71.94%-63.0pp | 1293.02%-1284.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $4,537 | $2,068+119.4% | $3,262+39.1% | $2,471+83.6% |
| Participant deferral / active EE | $6,760 | $2,938+130.1% | $3,963+70.6% | $3,740+80.8% |
| Admin fee / account holder | $6,347 | $3,976+59.6% | $5,611+13.1% | $5,306+19.6% |