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 5-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 | $26,055 | $83,902-68.9% | $167,512-84.4% | $84,808-69.3% |
| Participation rate | 91.5% | 66.5%+25.0pp | 77.1%+14.4pp | 68.3%+23.2pp |
| Annual return | 20.87% | 91.55%-70.7pp | 1615.79%-1594.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,057 | $2,264+35.0% | $3,882-21.2% | $2,631+16.2% |
| Participant deferral / active EE | $2,132 | $4,442-52.0% | $6,405-66.7% | $4,212-49.4% |
| Admin fee / account holder | $995 | $7,915-87.4% | $9,769-89.8% | $7,344-86.5% |