Filed September 4, 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 | $51,641 | $30,400+69.9% | $53,898-4.2% | $84,808-39.1% |
| Participation rate | 96.7% | 46.4%+50.2pp | 55.0%+41.7pp | 68.3%+28.4pp |
| Annual return | 13.02% | 500.19%-487.2pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,447 | $603+472.0% | $932+269.9% | $2,631+31.0% |
| Participant deferral / active EE | $2,116 | $1,199+76.5% | $1,826+15.8% | $4,212-49.8% |
| Admin fee / account holder | $2,615 | $1,993+31.2% | $2,491+5.0% | $7,344-64.4% |