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 | $160,339 | $43,327+270.1% | $59,878+167.8% | $64,186+149.8% |
| Participation rate | 76.7% | 69.2%+7.5pp | 74.7%+2.0pp | 69.6%+7.1pp |
| Annual return | -4.61% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,019 | $2,028+246.0% | $2,722+157.9% | $2,381+194.8% |
| Participant deferral / active EE | $8,083 | $2,546+217.5% | $3,402+137.6% | $3,470+133.0% |
| Admin fee / account holder | $2,389 | $3,005-20.5% | $3,590-33.4% | $4,888-51.1% |