Filed July 5, 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 | $91,269 | $148,978-38.7% | $200,582-54.5% | $84,808+7.6% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 16.54% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,433 | $4,815-49.5% | $6,419-62.1% | $2,631-7.5% |
| Participant deferral / active EE | $5,428 | $7,142-24.0% | $9,331-41.8% | $4,212+28.9% |
| Admin fee / account holder | $7,714 | $13,977-44.8% | $16,305-52.7% | $7,344+5.0% |