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 | $52,039 | $77,813-33.1% | $123,544-57.9% | $64,186-18.9% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -1.80% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,053 | $3,014+1.3% | $4,628-34.0% | $2,381+28.2% |
| Participant deferral / active EE | $7,289 | $5,240+39.1% | $6,426+13.4% | $3,470+110.1% |
| Admin fee / account holder | $6,117 | $5,519+10.8% | $9,284-34.1% | $4,888+25.1% |