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 | $91,486 | $91,552-0.1% | $133,956-31.7% | $79,858+14.6% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 20.53% | 61.85%-41.3pp | 45.09%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $4,883 | $2,384+104.8% | $3,919+24.6% | $2,471+97.6% |
| Participant deferral / active EE | $10,189 | $3,733+172.9% | $5,048+101.9% | $3,740+172.4% |
| Admin fee / account holder | $6,490 | $6,321+2.7% | $8,927-27.3% | $5,306+22.3% |