Filed October 11, 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 | $116,725 | $81,474+43.3% | $133,956-12.9% | $73,488+58.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 14.18% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $6,536 | $2,209+195.8% | $3,919+66.8% | $2,270+187.9% |
| Participant deferral / active EE | $3,197 | $3,786-15.6% | $5,048-36.7% | $3,740-14.5% |
| Admin fee / account holder | $3,502 | $713+391.1% | $8,927-60.8% | $513+582.6% |