Filed January 16, 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 | $189,298 | $109,413+73.0% | $156,263+21.1% | $84,808+123.2% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.8pp | 68.3%+27.4pp |
| Annual return | 23.51% | 20.18%+3.3pp | 59.47%-36.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $8,458 | $2,907+191.0% | $4,333+95.2% | $2,631+221.5% |
| Participant deferral / active EE | $15,605 | $4,590+240.0% | $6,158+153.4% | $4,212+270.5% |
| Admin fee / account holder | $6,805 | $9,357-27.3% | $14,255-52.3% | $7,344-7.3% |