Filed April 2, 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 | $114,826 | $52,903+117.0% | $73,307+56.6% | $59,632+92.6% |
| Participation rate | 75.4% | 68.2%+7.2pp | 74.9%+0.5pp | 68.7%+6.7pp |
| Annual return | 0.40% | 12.20%-11.8pp | 5.67%-5.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,469 | $1,909+29.4% | $3,237-23.7% | $2,203+12.1% |
| Participant deferral / active EE | $6,739 | $4,069+65.6% | $4,991+35.0% | $3,192+111.1% |
| Admin fee / account holder | $348 | $3,834-90.9% | $5,637-93.8% | $4,297-91.9% |