Filed October 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,133 | $148,978+35.0% | $200,582+0.3% | $84,808+137.2% |
| Participation rate | 92.7% | 84.2%+8.5pp | 86.9%+5.8pp | 68.3%+24.4pp |
| Annual return | 11.01% | 28.16%-17.2pp | 42.33%-31.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $6,702 | $4,815+39.2% | $6,419+4.4% | $2,631+154.7% |
| Participant deferral / active EE | $6,339 | $7,142-11.2% | $9,331-32.1% | $4,212+50.5% |
| Admin fee / account holder | $19,491 | $13,977+39.4% | $16,305+19.5% | $7,344+165.4% |