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 5-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 | $23,983 | $57,016-57.9% | $84,966-71.8% | $80,856-70.3% |
| Participation rate | 97.8% | 56.3%+41.4pp | 67.5%+30.3pp | 67.6%+30.1pp |
| Annual return | 66.59% | 21.66%+44.9pp | 66.38%+0.2pp | 35.59%+31.0pp |
| Employer contribution / active EE | $11,086 | $1,798+516.7% | $2,727+306.5% | $2,755+302.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,267 | $4,980-74.6% | $6,149-79.4% | $6,918-81.7% |