Filed December 6, 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 | $70,521 | $107,334-34.3% | $92,893-24.1% | $152,861-53.9% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 22.85% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,876 | $4,221-31.9% | $3,653-21.3% | $4,762-39.6% |
| Participant deferral / active EE | $7,555 | $4,845+55.9% | $4,236+78.3% | $5,850+29.1% |
| Admin fee / account holder | $2,083 | $7,079-70.6% | $5,794-64.1% | $11,596-82.0% |