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 | $113,958 | $109,413+4.2% | $156,263-27.1% | $84,808+34.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,798 | $2,907+30.6% | $4,333-12.4% | $2,631+44.3% |
| Participant deferral / active EE | $7,890 | $4,590+71.9% | $6,158+28.1% | $4,212+87.3% |
| Admin fee / account holder | $2,236 | $9,357-76.1% | $14,255-84.3% | $7,344-69.5% |