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 | $77,355 | $101,724-24.0% | $164,813-53.1% | $80,856-4.3% |
| Participation rate | 94.7% | 71.8%+22.8pp | 78.6%+16.1pp | 67.6%+27.0pp |
| Annual return | 13.95% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,080 | $2,953+38.1% | $4,341-6.0% | $2,755+48.1% |
| Participant deferral / active EE | $8,413 | $4,477+87.9% | $6,031+39.5% | $4,296+95.8% |
| Admin fee / account holder | $16,899 | $8,227+105.4% | $12,690+33.2% | $6,918+144.3% |