Filed November 3, 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 | $26,380 | $73,867-64.3% | $143,757-81.6% | $68,494-61.5% |
| Participation rate | 73.0% | 66.7%+6.3pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | -14.65% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,039 | $3,184-36.0% | $4,951-58.8% | $2,596-21.5% |
| Participant deferral / active EE | $4,363 | $3,384+28.9% | $5,637-22.6% | $4,027+8.3% |
| Admin fee / account holder | $5,784 | $5,755+0.5% | $14,673-60.6% | $5,403+7.1% |