Filed December 18, 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 | $218,913 | $94,625+131.3% | $116,228+88.3% | $84,808+158.1% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.6%+23.4pp | 68.3%+29.7pp |
| Annual return | 14.51% | 20.40%-5.9pp | 90.06%-75.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,564 | $2,347+222.4% | $2,994+152.6% | $2,631+187.5% |
| Participant deferral / active EE | $9,516 | $3,972+139.6% | $4,953+92.1% | $4,212+126.0% |
| Admin fee / account holder | $7,610 | $10,091-24.6% | $11,989-36.5% | $7,344+3.6% |