Filed October 31, 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 | $41,580 | $47,848-13.1% | $81,478-49.0% | $70,131-40.7% |
| Participation rate | 90.3% | 58.3%+32.0pp | 68.0%+22.4pp | 69.5%+20.8pp |
| Annual return | 16.82% | 27.25%-10.4pp | 38.78%-22.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,360 | $1,527-10.9% | $2,568-47.0% | $2,342-41.9% |
| Participant deferral / active EE | $3,062 | $2,453+24.8% | $3,537-13.4% | $3,332-8.1% |
| Admin fee / account holder | $8,423 | $3,145+167.8% | $4,561+84.7% | $4,645+81.3% |