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 | $95,135 | $109,413-13.0% | $156,263-39.1% | $84,808+12.2% |
| Participation rate | 92.5% | 72.7%+19.8pp | 78.9%+13.6pp | 68.3%+24.2pp |
| Annual return | 14.71% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,272 | $2,907+12.6% | $4,333-24.5% | $2,631+24.4% |
| Participant deferral / active EE | $6,793 | $4,590+48.0% | $6,158+10.3% | $4,212+61.3% |
| Admin fee / account holder | $6,689 | $9,357-28.5% | $14,255-53.1% | $7,344-8.9% |