Filed October 25, 2019 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,429 | $125,758-71.8% | $169,993-79.2% | $75,163-52.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.92% | 27.20%-8.3pp | 53.37%-34.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,011 | $4,615-34.8% | $6,785-55.6% | $2,670+12.8% |
| Participant deferral / active EE | $3,828 | $6,837-44.0% | $10,408-63.2% | $4,125-7.2% |
| Admin fee / account holder | $1,936 | $8,173-76.3% | $12,815-84.9% | $5,651-65.7% |