Filed October 6, 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 | $117,559 | $227,553-48.3% | $189,557-38.0% | $167,490-29.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 37.93% | 78.40%-40.5pp | 64.17%-26.2pp | 478.56%-440.6pp |
| Employer contribution / active EE | $12,768 | $5,316+140.2% | $4,412+189.4% | $4,837+163.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $478 | $11,878-96.0% | $9,807-95.1% | $12,309-96.1% |