Filed October 23, 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 | $124,926 | $82,664+51.1% | $125,339-0.3% | $68,494+82.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -14.00% | -5.97%-8.0pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,879 | $3,381+44.3% | $4,814+1.4% | $2,596+87.9% |
| Participant deferral / active EE | $8,780 | $6,110+43.7% | $7,446+17.9% | $4,027+118.0% |
| Admin fee / account holder | $86,410 | $6,275+1277.0% | $10,010+763.3% | $5,403+1499.4% |