Filed March 22, 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 | $45,880 | $137,414-66.6% | $189,513-75.8% | $85,850-46.6% |
| Participation rate | 90.4% | 84.6%+5.8pp | 87.8%+2.6pp | 69.3%+21.1pp |
| Annual return | 12.49% | 38.14%-25.7pp | 555.15%-542.7pp | 318.53%-306.0pp |
| Employer contribution / active EE | $4,029 | $4,344-7.3% | $6,162-34.6% | $2,565+57.1% |
| Participant deferral / active EE | $5,811 | $6,260-7.2% | $8,221-29.3% | $3,952+47.1% |
| Admin fee / account holder | $9,867 | $8,630+14.3% | $12,045-18.1% | $6,260+57.6% |