Filed October 19, 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 | $67,048 | $148,978-55.0% | $200,582-66.6% | $84,808-20.9% |
| Participation rate | 76.7% | 84.2%-7.5pp | 86.9%-10.1pp | 68.3%+8.4pp |
| Annual return | 16.87% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,301 | $4,815-52.2% | $6,419-64.2% | $2,631-12.6% |
| Participant deferral / active EE | $3,983 | $7,142-44.2% | $9,331-57.3% | $4,212-5.4% |
| Admin fee / account holder | $1,066 | $13,977-92.4% | $16,305-93.5% | $7,344-85.5% |