Filed January 14, 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 | $118,534 | $53,822+120.2% | $75,696+56.6% | $85,850+38.1% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 11.27% | 24.54%-13.3pp | 104.53%-93.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,868 | $2,017+91.8% | $2,743+41.0% | $2,565+50.8% |
| Participant deferral / active EE | $4,890 | $2,895+68.9% | $3,821+28.0% | $3,952+23.7% |
| Admin fee / account holder | $3,320 | $3,343-0.7% | $3,619-8.3% | $6,260-47.0% |