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 | $151,386 | $102,317+48.0% | $146,958+3.0% | $80,856+87.2% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 16.66% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,764 | $6,644+31.9% | $8,070+8.6% | $4,296+104.0% |
| Admin fee / account holder | $14,536 | $7,941+83.0% | $12,998+11.8% | $6,918+110.1% |