Filed July 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 | $60,936 | $101,724-40.1% | $164,813-63.0% | $80,856-24.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.80% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,331 | $2,953-54.9% | $4,341-69.3% | $2,755-51.7% |
| Participant deferral / active EE | $3,165 | $4,477-29.3% | $6,031-47.5% | $4,296-26.3% |
| Admin fee / account holder | $10,462 | $8,227+27.2% | $12,690-17.6% | $6,918+51.2% |