Filed August 31, 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 | $45,544 | $138,044-67.0% | $125,339-63.7% | $134,475-66.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.86% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,612 | $5,243-31.1% | $4,814-25.0% | $4,740-23.8% |
| Participant deferral / active EE | $6,463 | $7,799-17.1% | $7,446-13.2% | $6,400+1.0% |
| Admin fee / account holder | $2,669 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |