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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,709 | $91,538+183.7% | $129,995+99.8% | $75,163+245.5% |
| Participation rate | 78.4% | 71.4%+6.9pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 14.29% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $6,325 | $2,845+122.3% | $4,320+46.4% | $2,670+136.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $114,743 | $6,790+1589.8% | $10,614+981.0% | $5,651+1930.5% |