Filed February 10, 2020
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 | $59,368 | $138,347-57.1% | $184,203-67.8% | $80,856-26.6% |
| Participation rate | 94.3% | 83.9%+10.5pp | 86.8%+7.5pp | 67.6%+26.7pp |
| Annual return | 13.88% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,672 | $4,850-24.3% | $6,427-42.9% | $2,755+33.3% |
| Participant deferral / active EE | $5,957 | $7,071-15.8% | $9,131-34.8% | $4,296+38.7% |
| Admin fee / account holder | $6,018 | $10,483-42.6% | $13,901-56.7% | $6,918-13.0% |