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 | $191,154 | $49,227+288.3% | $70,449+171.3% | $79,858+139.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.59% | 30.06%-18.5pp | 109.03%-97.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $8,551 | $2,099+307.4% | $2,737+212.5% | $2,471+246.1% |
| Participant deferral / active EE | $12,943 | $2,768+367.6% | $3,709+249.0% | $3,740+246.1% |
| Admin fee / account holder | $802 | $2,878-72.1% | $3,845-79.1% | $5,306-84.9% |