Filed July 19, 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 | $222,719 | $90,503+146.1% | $78,689+183.0% | $273,961-18.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.60% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $9,955 | $3,176+213.5% | $2,851+249.2% | $4,869+104.5% |
| Participant deferral / active EE | $9,024 | $3,901+131.3% | $3,517+156.6% | $5,287+70.7% |
| Admin fee / account holder | $9,684 | $5,263+84.0% | $4,510+114.7% | $10,132-4.4% |