Filed January 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,829 | $86,929+7.9% | $102,423-8.4% | $80,856+16.0% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 13.00% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,568 | $2,369+8.4% | $3,023-15.1% | $2,755-6.8% |
| Participant deferral / active EE | $11,187 | $4,118+171.6% | $5,053+121.4% | $4,296+160.4% |
| Admin fee / account holder | $7,101 | $8,049-11.8% | $9,451-24.9% | $6,918+2.6% |