Filed July 5, 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 9-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 | $72,377 | $183,963-60.7% | $162,163-55.4% | $152,861-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.61% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $9,619 | $6,371+51.0% | $5,614+71.3% | $4,762+102.0% |
| Participant deferral / active EE | $8,003 | $8,034-0.4% | $7,298+9.7% | $5,850+36.8% |
| Admin fee / account holder | $6,142 | $13,121-53.2% | $10,843-43.4% | $11,596-47.0% |