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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,153 | $125,758-37.1% | $169,993-53.4% | $75,163+5.3% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.0%+8.2pp | 67.2%+28.0pp |
| Annual return | 6.05% | 27.20%-21.2pp | 53.37%-47.3pp | 160.62%-154.6pp |
| Employer contribution / active EE | $4,299 | $4,615-6.8% | $6,785-36.6% | $2,670+61.0% |
| Participant deferral / active EE | $9,407 | $6,837+37.6% | $10,408-9.6% | $4,125+128.0% |
| Admin fee / account holder | $15,251 | $8,173+86.6% | $12,815+19.0% | $5,651+169.9% |