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 | $100,269 | $54,762+83.1% | $90,281+11.1% | $72,985+37.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.04% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $5,190 | $2,092+148.0% | $2,854+81.8% | $2,440+112.7% |
| Participant deferral / active EE | $4,479 | $2,887+55.1% | $3,885+15.3% | $3,607+24.2% |
| Admin fee / account holder | $1,319 | $3,972-66.8% | $5,351-75.4% | $5,124-74.3% |