Filed November 25, 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 | $97,346 | $79,171+23.0% | $102,423-5.0% | $74,495+30.7% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 11.75% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $4,565 | $2,362+93.2% | $3,023+51.0% | $2,623+74.0% |
| Participant deferral / active EE | $6,897 | $4,415+56.2% | $5,053+36.5% | $4,346+58.7% |
| Admin fee / account holder | $2,595 | $2,001+29.7% | $9,451-72.5% | $1,942+33.7% |