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 | $61,453 | $84,233-27.0% | $170,442-63.9% | $70,131-12.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.81% | 23.06%+0.7pp | 205.93%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $4,309 | $3,387+27.2% | $5,433-20.7% | $2,342+83.9% |
| Participant deferral / active EE | $3,795 | $3,086+23.0% | $4,939-23.2% | $3,332+13.9% |
| Admin fee / account holder | $6,268 | $5,698+10.0% | $13,880-54.8% | $4,645+34.9% |