Filed December 12, 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 | $122,354 | $96,484+26.8% | $156,263-21.7% | $74,304+64.7% |
| Participation rate | 94.5% | 67.7%+26.8pp | 78.9%+15.6pp | 60.3%+34.1pp |
| Annual return | 56.83% | 17.73%+39.1pp | 59.47%-2.6pp | 29.43%+27.4pp |
| Employer contribution / active EE | $6,292 | $2,528+148.9% | $4,333+45.2% | $2,241+180.8% |
| Participant deferral / active EE | $14,363 | $4,286+235.1% | $6,158+133.2% | $3,767+281.2% |
| Admin fee / account holder | $7,575 | $3,728+103.2% | $14,255-46.9% | $2,969+155.2% |