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 | $178,983 | $90,600+97.6% | $79,464+125.2% | $135,375+32.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.60% | 977.43%-975.8pp | 718.14%-716.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $12,301 | $3,068+300.9% | $2,800+339.2% | $4,779+157.4% |
| Participant deferral / active EE | $10,430 | $4,050+157.5% | $3,704+181.6% | $5,609+86.0% |
| Admin fee / account holder | $74,316 | $5,907+1158.1% | $5,113+1353.5% | $10,827+586.4% |