Filed January 22, 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 | $102,669 | $94,529+8.6% | $140,016-26.7% | $64,186+60.0% |
| Participation rate | 86.2% | 84.1%+2.1pp | 87.5%-1.3pp | 69.6%+16.6pp |
| Annual return | -6.17% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,322 | $3,812+13.4% | $5,606-22.9% | $2,381+81.5% |
| Participant deferral / active EE | $6,675 | $5,250+27.1% | $6,927-3.6% | $3,470+92.4% |
| Admin fee / account holder | $13,990 | $6,741+107.5% | $10,705+30.7% | $4,888+186.2% |