Filed May 23, 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 | $99,647 | $54,705+82.2% | $71,209+39.9% | $84,808+17.5% |
| Participation rate | 76.8% | 64.1%+12.7pp | 73.8%+3.0pp | 68.3%+8.5pp |
| Annual return | 18.95% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,339 | $2,158+101.1% | $2,721+59.5% | $2,631+64.9% |
| Participant deferral / active EE | $9,314 | $3,030+207.3% | $4,175+123.1% | $4,212+121.2% |
| Admin fee / account holder | $1,391 | $4,863-71.4% | $5,349-74.0% | $7,344-81.1% |