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 | $204,829 | $101,724+101.4% | $164,813+24.3% | $80,856+153.3% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.6%+25.4pp |
| Annual return | 16.61% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $7,841 | $2,953+165.5% | $4,341+80.6% | $2,755+184.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,916 | $8,227+178.5% | $12,690+80.6% | $6,918+231.3% |