Filed December 30, 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 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 | $86,934 | $91,538-5.0% | $129,995-33.1% | $75,163+15.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.82% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,261 | $2,845+14.6% | $4,320-24.5% | $2,670+22.1% |
| Participant deferral / active EE | $6,956 | $4,341+60.2% | $5,820+19.5% | $4,125+68.6% |
| Admin fee / account holder | $2,139 | $6,790-68.5% | $10,614-79.8% | $5,651-62.1% |