Filed December 7, 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 | $162,836 | $93,571+74.0% | $135,903+19.8% | $75,163+116.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 20.95% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,072 | $3,537-13.1% | $4,856-36.7% | $2,670+15.0% |
| Participant deferral / active EE | $8,349 | $6,404+30.4% | $7,758+7.6% | $4,125+102.4% |
| Admin fee / account holder | $5,037 | $6,975-27.8% | $10,762-53.2% | $5,651-10.9% |