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 | $64,000 | $94,529-32.3% | $140,016-54.3% | $64,186-0.3% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -3.03% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,171 | $3,812-43.1% | $5,606-61.3% | $2,381-8.8% |
| Participant deferral / active EE | $5,872 | $5,250+11.8% | $6,927-15.2% | $3,470+69.2% |
| Admin fee / account holder | $3,597 | $6,741-46.6% | $10,705-66.4% | $4,888-26.4% |