Filed October 21, 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 | $25,970 | $65,365-60.3% | $92,893-72.0% | $72,985-64.4% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 54.10% | 42.10%+12.0pp | 109.41%-55.3pp | 81.00%-26.9pp |
| Employer contribution / active EE | $2,234 | $2,594-13.9% | $3,653-38.8% | $2,440-8.4% |
| Participant deferral / active EE | $5,538 | $3,128+77.0% | $4,236+30.7% | $3,607+53.5% |
| Admin fee / account holder | $1,435 | $4,251-66.3% | $5,794-75.2% | $5,124-72.0% |