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 | $213,742 | $92,703+130.6% | $82,719+158.4% | $134,475+58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.40% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $17,116 | $3,274+422.8% | $3,009+468.8% | $4,740+261.1% |
| Participant deferral / active EE | $11,209 | $4,802+133.4% | $4,395+155.0% | $6,400+75.1% |
| Admin fee / account holder | $14,783 | $5,983+147.1% | $5,329+177.4% | $11,426+29.4% |