Filed February 11, 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 | $51,322 | $85,766-40.2% | $136,294-62.3% | $70,131-26.8% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 17.91% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,456 | $2,966-17.2% | $4,695-47.7% | $2,342+4.9% |
| Participant deferral / active EE | $6,126 | $5,051+21.3% | $6,247-1.9% | $3,332+83.9% |
| Admin fee / account holder | $9,719 | $5,420+79.3% | $9,243+5.1% | $4,645+109.2% |