Filed January 27, 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 7-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 | $71,481 | $91,538-21.9% | $129,995-45.0% | $75,163-4.9% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 16.90% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,529 | $2,845+24.0% | $4,320-18.3% | $2,670+32.2% |
| Participant deferral / active EE | $7,161 | $4,341+65.0% | $5,820+23.0% | $4,125+73.6% |
| Admin fee / account holder | $5,152 | $6,790-24.1% | $10,614-51.5% | $5,651-8.8% |