Filed January 21, 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 | $108,597 | $67,411+61.1% | $91,001+19.3% | $70,131+54.8% |
| Participation rate | 93.9% | 71.4%+22.5pp | 75.6%+18.3pp | 69.5%+24.3pp |
| Annual return | 18.43% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $740 | $1,786-58.5% | $2,456-69.8% | $2,342-68.4% |
| Participant deferral / active EE | $7,671 | $2,823+171.8% | $3,547+116.2% | $3,332+130.2% |
| Admin fee / account holder | $1,011 | $4,236-76.1% | $5,417-81.3% | $4,645-78.2% |