Filed December 31, 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 | $171,612 | $45,035+281.1% | $62,995+172.4% | $70,131+144.7% |
| Participation rate | 76.0% | 69.5%+6.5pp | 74.8%+1.2pp | 69.5%+6.5pp |
| Annual return | 12.91% | 18.76%-5.8pp | 87.57%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $6,941 | $2,051+238.4% | $2,759+151.6% | $2,342+196.3% |
| Participant deferral / active EE | $6,642 | $2,465+169.5% | $3,329+99.5% | $3,332+99.4% |
| Admin fee / account holder | $2,557 | $2,834-9.8% | $3,600-29.0% | $4,645-45.0% |