Filed December 9, 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 | $62,623 | $100,041-37.4% | $149,718-58.2% | $70,131-10.7% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 16.81% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,986 | $3,662-45.8% | $5,445-63.5% | $2,342-15.2% |
| Participant deferral / active EE | $5,202 | $4,983+4.4% | $6,569-20.8% | $3,332+56.1% |
| Admin fee / account holder | $1,067 | $8,286-87.1% | $11,283-90.5% | $4,645-77.0% |