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 | $94,810 | $101,724-6.8% | $164,813-42.5% | $80,856+17.3% |
| Participation rate | 97.7% | 71.8%+25.9pp | 78.6%+19.1pp | 67.6%+30.1pp |
| Annual return | 13.39% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,515 | $2,953+19.0% | $4,341-19.0% | $2,755+27.6% |
| Participant deferral / active EE | $7,461 | $4,477+66.6% | $6,031+23.7% | $4,296+73.7% |
| Admin fee / account holder | $9,474 | $8,227+15.2% | $12,690-25.3% | $6,918+36.9% |