Filed April 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 | $35,110 | $80,968-56.6% | $96,544-63.6% | $75,163-53.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.63% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,212 | $2,282+40.8% | $2,965+8.3% | $2,670+20.3% |
| Participant deferral / active EE | $1,852 | $3,928-52.9% | $4,851-61.8% | $4,125-55.1% |
| Admin fee / account holder | $622 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |