Filed June 12, 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 | $119,794 | $80,968+48.0% | $96,544+24.1% | $75,163+59.4% |
| Participation rate | 72.6% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 15.24% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,589 | $2,282-30.4% | $2,965-46.4% | $2,670-40.5% |
| Participant deferral / active EE | $4,489 | $3,928+14.3% | $4,851-7.5% | $4,125+8.8% |
| Admin fee / account holder | $2,831 | $6,724-57.9% | $8,252-65.7% | $5,651-49.9% |