Filed February 26, 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 | $57,120 | $183,963-69.0% | $162,163-64.8% | $152,861-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.00% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,458 | $6,371-77.1% | $5,614-74.0% | $4,762-69.4% |
| Participant deferral / active EE | $4,866 | $8,034-39.4% | $7,298-33.3% | $5,850-16.8% |
| Admin fee / account holder | $5,244 | $13,121-60.0% | $10,843-51.6% | $11,596-54.8% |