Filed December 20, 2019
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 | $135,526 | $158,398-14.4% | $126,539+7.1% | $142,382-4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.92% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,532 | $4,650-45.6% | $3,674-31.1% | $4,299-41.1% |
| Participant deferral / active EE | $10,699 | $4,767+124.4% | $4,083+162.1% | $6,507+64.4% |
| Admin fee / account holder | $1,642 | $6,918-76.3% | $6,065-72.9% | $12,624-87.0% |