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 | $70,970 | $82,664-14.1% | $125,339-43.4% | $68,494+3.6% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -17.42% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,121 | $3,381+169.8% | $4,814+89.5% | $2,596+251.3% |
| Participant deferral / active EE | $29,970 | $6,110+390.5% | $7,446+302.5% | $4,027+644.2% |
| Admin fee / account holder | $31,611 | $6,275+403.7% | $10,010+215.8% | $5,403+485.1% |