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 | $88,386 | $81,900+7.9% | $119,609-26.1% | $68,494+29.0% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -10.52% | -23.82%+13.3pp | -14.97%+4.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $6,205 | $2,693+130.4% | $4,232+46.6% | $2,596+139.0% |
| Participant deferral / active EE | $13,408 | $4,148+223.3% | $5,602+139.3% | $4,027+232.9% |
| Admin fee / account holder | $450 | $6,582-93.2% | $10,323-95.6% | $5,403-91.7% |