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 | $96,417 | $138,347-30.3% | $184,203-47.7% | $80,856+19.2% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.6%+17.5pp |
| Annual return | 22.88% | 20.02%+2.9pp | 28.81%-5.9pp | 35.59%-12.7pp |
| Employer contribution / active EE | $3,670 | $4,850-24.3% | $6,427-42.9% | $2,755+33.2% |
| Participant deferral / active EE | $7,279 | $7,071+2.9% | $9,131-20.3% | $4,296+69.4% |
| Admin fee / account holder | $12,773 | $10,483+21.8% | $13,901-8.1% | $6,918+84.6% |