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 | $217,985 | $159,602+36.6% | $150,045+45.3% | $142,382+53.1% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 13.04% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,041 | $4,961+1.6% | $4,693+7.4% | $4,299+17.3% |
| Participant deferral / active EE | $14,497 | $8,310+74.4% | $7,997+81.3% | $6,507+122.8% |
| Admin fee / account holder | $15,545 | $14,846+4.7% | $13,435+15.7% | $12,624+23.1% |