Filed August 6, 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 | $51,743 | $87,540-40.9% | $75,781-31.7% | $125,391-58.7% |
| Participation rate | 70.6% | 80.2%-9.6pp | 75.8%-5.2pp | 83.2%-12.6pp |
| Annual return | -2.41% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,265 | $3,930-67.8% | $3,323-61.9% | $4,866-74.0% |
| Participant deferral / active EE | $3,435 | $4,229-18.8% | $3,651-5.9% | $5,352-35.8% |
| Admin fee / account holder | $473 | $6,502-92.7% | $5,299-91.1% | $9,540-95.0% |