Filed May 17, 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 | $117,161 | $76,552+53.0% | $123,892-5.4% | $62,891+86.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.37% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $6,425 | $2,883+122.9% | $4,617+39.2% | $2,281+181.7% |
| Participant deferral / active EE | $4,564 | $4,840-5.7% | $5,984-23.7% | $3,203+42.5% |
| Admin fee / account holder | $6,527 | $4,826+35.3% | $8,357-21.9% | $4,296+51.9% |