Filed January 22, 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 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 | $244,739 | $102,317+139.2% | $146,958+66.5% | $80,856+202.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 19.13% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $7,294 | $3,713+96.4% | $4,933+47.9% | $2,755+164.8% |
| Participant deferral / active EE | $11,096 | $6,644+67.0% | $8,070+37.5% | $4,296+158.3% |
| Admin fee / account holder | $43,855 | $7,941+452.2% | $12,998+237.4% | $6,918+533.9% |