Filed November 9, 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 | $57,259 | $89,355-35.9% | $141,162-59.4% | $72,985-21.5% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.3pp | 69.5%+15.2pp |
| Annual return | 34.88% | 111.85%-77.0pp | 71.39%-36.5pp | 81.00%-46.1pp |
| Employer contribution / active EE | $4,396 | $3,114+41.2% | $4,735-7.2% | $2,440+80.2% |
| Participant deferral / active EE | $12,880 | $5,418+137.7% | $6,709+92.0% | $3,607+257.0% |
| Admin fee / account holder | $4,260 | $5,958-28.5% | $10,261-58.5% | $5,124-16.9% |