Filed October 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 | $180,857 | $58,208+210.7% | $81,812+121.1% | $80,856+123.7% |
| Participation rate | 74.2% | 63.4%+10.8pp | 72.3%+1.9pp | 67.6%+6.6pp |
| Annual return | 14.49% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,750 | $2,340+188.5% | $2,912+131.8% | $2,755+145.0% |
| Participant deferral / active EE | $6,692 | $3,281+104.0% | $4,319+55.0% | $4,296+55.8% |
| Admin fee / account holder | $10,491 | $4,981+110.6% | $7,386+42.0% | $6,918+51.7% |