Filed November 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,137 | $157,256+18.4% | $141,162+31.9% | $152,861+21.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 25.40% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,573 | $5,261-70.1% | $4,735-66.8% | $4,762-67.0% |
| Participant deferral / active EE | $5,268 | $7,109-25.9% | $6,709-21.5% | $5,850-10.0% |
| Admin fee / account holder | $55,680 | $12,120+359.4% | $10,261+442.6% | $11,596+380.2% |