Filed November 5, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $601,099 | $105,181+471.5% | $159,436+277.0% | $85,850+600.2% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 13.84% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $14,126 | $3,318+325.7% | $4,829+192.5% | $2,565+450.7% |
| Participant deferral / active EE | $12,222 | $5,945+105.6% | $7,352+66.2% | $3,952+209.3% |
| Admin fee / account holder | $7,107 | $6,933+2.5% | $10,799-34.2% | $6,260+13.5% |