Filed October 2, 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 | $63,628 | $123,793-48.6% | $177,821-64.2% | $79,858-20.3% |
| Participation rate | 96.2% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 20.22% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,484 | $4,095-14.9% | $5,918-41.1% | $2,471+41.0% |
| Participant deferral / active EE | $4,588 | $5,956-23.0% | $7,714-40.5% | $3,740+22.7% |
| Admin fee / account holder | $1,110 | $7,243-84.7% | $12,427-91.1% | $5,306-79.1% |