Filed July 12, 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 | $185,327 | $73,867+150.9% | $143,757+28.9% | $68,494+170.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.70% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,345 | $3,184+5.0% | $4,951-32.4% | $2,596+28.8% |
| Participant deferral / active EE | $4,752 | $3,384+40.4% | $5,637-15.7% | $4,027+18.0% |
| Admin fee / account holder | $2,133 | $5,755-62.9% | $14,673-85.5% | $5,403-60.5% |