Filed August 31, 2020 (most recent of 3 filings on file)
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 | $89,969 | $167,484-46.3% | $151,611-40.7% | $134,475-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,742 | $6,829-1.3% | $6,166+9.3% | $4,740+42.3% |
| Participant deferral / active EE | $11,055 | $8,986+23.0% | $8,363+32.2% | $6,400+72.7% |
| Admin fee / account holder | $10,015 | $13,783-27.3% | $11,616-13.8% | $11,426-12.4% |