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 | $143,769 | $102,966+39.6% | $90,281+59.2% | $152,861-5.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.24% | 95.16%-80.9pp | 78.10%-63.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $13,734 | $3,139+337.6% | $2,854+381.2% | $4,762+188.4% |
| Participant deferral / active EE | $8,952 | $4,281+109.1% | $3,885+130.4% | $5,850+53.0% |
| Admin fee / account holder | $94,099 | $6,171+1424.9% | $5,351+1658.5% | $11,596+711.4% |