Filed May 27, 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 | $77,534 | $109,359-29.1% | $162,163-52.2% | $72,985+6.2% |
| Participation rate | 75.9% | 84.3%-8.4pp | 87.6%-11.7pp | 69.5%+6.4pp |
| Annual return | 20.39% | 25.46%-5.1pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,439 | $3,907-12.0% | $5,614-38.7% | $2,440+40.9% |
| Participant deferral / active EE | $4,509 | $5,481-17.7% | $7,298-38.2% | $3,607+25.0% |
| Admin fee / account holder | $11,091 | $7,972+39.1% | $10,843+2.3% | $5,124+116.4% |