Filed February 7, 2020
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 8-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 | $62,772 | $60,349+4.0% | $74,183-15.4% | $62,891-0.2% |
| Participation rate | 97.4% | 72.7%+24.6pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 5.65% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,491 | $1,680-11.3% | $2,370-37.1% | $2,281-34.6% |
| Participant deferral / active EE | $3,709 | $2,856+29.9% | $3,550+4.5% | $3,203+15.8% |
| Admin fee / account holder | $14,336 | $4,261+236.4% | $5,586+156.7% | $4,296+233.7% |