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 | $137,036 | $54,350+152.1% | $82,719+65.7% | $68,494+100.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.45% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $5,852 | $2,218+163.8% | $3,009+94.5% | $2,596+125.4% |
| Participant deferral / active EE | $5,714 | $3,246+76.0% | $4,395+30.0% | $4,027+41.9% |
| Admin fee / account holder | $5,055 | $4,395+15.0% | $5,329-5.1% | $5,403-6.4% |