Filed January 28, 2020
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 | $80,546 | $52,681+52.9% | $75,781+6.3% | $59,632+35.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.13% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,979 | $2,193+81.4% | $3,323+19.7% | $2,203+80.6% |
| Participant deferral / active EE | $2,394 | $2,591-7.6% | $3,651-34.4% | $3,192-25.0% |
| Admin fee / account holder | $2,638 | $3,610-26.9% | $5,299-50.2% | $4,297-38.6% |