Filed December 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,422 | $54,705+109.2% | $71,209+60.7% | $84,808+34.9% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 10.41% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $10,257 | $2,158+375.3% | $2,721+277.0% | $2,631+289.9% |
| Participant deferral / active EE | $5,513 | $3,030+81.9% | $4,175+32.0% | $4,212+30.9% |
| Admin fee / account holder | $12,217 | $4,863+151.2% | $5,349+128.4% | $7,344+66.4% |