Filed April 6, 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 | $231,018 | $109,413+111.1% | $156,263+47.8% | $84,808+172.4% |
| Participation rate | 90.5% | 72.7%+17.8pp | 78.9%+11.6pp | 68.3%+22.2pp |
| Annual return | 17.97% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,939 | $2,907+104.3% | $4,333+37.1% | $2,631+125.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $24,198 | $9,357+158.6% | $14,255+69.8% | $7,344+229.5% |