Filed January 14, 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 | $126,356 | $48,795+159.0% | $65,493+92.9% | $84,808+49.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.50% | 20.20%-5.7pp | 982.45%-967.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $9,007 | $1,930+366.8% | $2,574+249.9% | $2,631+242.3% |
| Participant deferral / active EE | $6,595 | $2,928+125.2% | $3,961+66.5% | $4,212+56.6% |
| Admin fee / account holder | $8,733 | $3,877+125.3% | $5,028+73.7% | $7,344+18.9% |