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 | $78,745 | $110,094-28.5% | $151,611-48.1% | $68,494+15.0% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -8.29% | -10.12%+1.8pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $3,519 | $4,471-21.3% | $6,166-42.9% | $2,596+35.6% |
| Participant deferral / active EE | $8,029 | $6,527+23.0% | $8,363-4.0% | $4,027+99.4% |
| Admin fee / account holder | $5,720 | $7,719-25.9% | $11,616-50.8% | $5,403+5.9% |