Filed May 26, 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 9-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 | $107,490 | $109,359-1.7% | $162,163-33.7% | $72,985+47.3% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.7pp |
| Annual return | 22.05% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,959 | $3,907-24.3% | $5,614-47.3% | $2,440+21.3% |
| Participant deferral / active EE | $6,210 | $5,481+13.3% | $7,298-14.9% | $3,607+72.2% |
| Admin fee / account holder | $12,172 | $7,972+52.7% | $10,843+12.3% | $5,124+137.5% |