Filed February 10, 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 7-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 | $79,374 | $111,754-29.0% | $103,333-23.2% | $145,922-45.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 11.20% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,271 | $4,212+1.4% | $3,868+10.4% | $4,660-8.3% |
| Participant deferral / active EE | $7,345 | $5,619+30.7% | $5,057+45.2% | $6,688+9.8% |
| Admin fee / account holder | $14,264 | $9,750+46.3% | $8,355+70.7% | $13,397+6.5% |