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 | $152,513 | $84,414+80.7% | $164,813-7.5% | - |
| Participation rate | 88.9% | 69.4%+19.5pp | 78.6%+10.3pp | - |
| Annual return | 16.72% | 13.94%+2.8pp | 69.93%-53.2pp | - |
| Employer contribution / active EE | $6,392 | $2,400+166.3% | $4,341+47.3% | - |
| Participant deferral / active EE | $14,722 | $4,277+244.2% | $6,031+144.1% | - |
| Admin fee / account holder | $2,607 | $4,429-41.1% | $12,690-79.5% | - |