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 | $88,167 | $138,044-36.1% | $125,339-29.7% | $134,475-34.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.37% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,927 | $5,243+70.3% | $4,814+85.5% | $4,740+88.4% |
| Participant deferral / active EE | $4,407 | $7,799-43.5% | $7,446-40.8% | $6,400-31.1% |
| Admin fee / account holder | $74,415 | $11,571+543.1% | $10,010+643.4% | $11,426+551.3% |