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 | $66,003 | $110,094-40.0% | $151,611-56.5% | $68,494-3.6% |
| Participation rate | 78.8% | 84.0%-5.2pp | 87.5%-8.7pp | 67.9%+10.9pp |
| Annual return | -15.58% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,631 | $4,471-18.8% | $6,166-41.1% | $2,596+39.9% |
| Participant deferral / active EE | $5,330 | $6,527-18.3% | $8,363-36.3% | $4,027+32.3% |
| Admin fee / account holder | $8,466 | $7,719+9.7% | $11,616-27.1% | $5,403+56.7% |