Filed July 21, 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 | $48,527 | $77,634-37.5% | $156,549-69.0% | $62,891-22.8% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.48% | 50.32%-43.8pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,388 | $3,444-1.6% | $5,501-38.4% | $2,281+48.6% |
| Participant deferral / active EE | $3,443 | $3,045+13.1% | $4,871-29.3% | $3,203+7.5% |
| Admin fee / account holder | $13,048 | $5,561+134.6% | $13,027+0.2% | $4,296+203.8% |