Filed January 28, 2020
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,576 | $54,350+364.7% | $82,719+205.3% | $68,494+268.8% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -15.78% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,700 | $2,218+21.7% | $3,009-10.3% | $2,596+4.0% |
| Participant deferral / active EE | $9,182 | $3,246+182.9% | $4,395+108.9% | $4,027+128.0% |
| Admin fee / account holder | $6,849 | $4,395+55.8% | $5,329+28.5% | $5,403+26.8% |