Filed September 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 | $80,028 | $123,793-35.4% | $177,821-55.0% | $79,858+0.2% |
| Participation rate | 87.7% | 84.7%+3.1pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 40.47% | 22.82%+17.7pp | 48.32%-7.8pp | 31.71%+8.8pp |
| Employer contribution / active EE | $3,574 | $4,095-12.7% | $5,918-39.6% | $2,471+44.6% |
| Participant deferral / active EE | $6,753 | $5,956+13.4% | $7,714-12.5% | $3,740+80.5% |
| Admin fee / account holder | $1,112 | $7,243-84.6% | $12,427-91.1% | $5,306-79.0% |