Filed January 14, 2021
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 | $66,099 | $43,723+51.2% | $121,196-45.5% | $64,186+3.0% |
| Participation rate | 98.1% | 58.3%+39.8pp | 71.7%+26.3pp | 69.6%+28.5pp |
| Annual return | -3.39% | 68.91%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,875 | $1,296+121.8% | $4,022-28.5% | $2,381+20.7% |
| Participant deferral / active EE | $3,425 | $2,280+50.2% | $3,344+2.4% | $3,470-1.3% |
| Admin fee / account holder | $3,059 | $3,501-12.6% | $5,019-39.1% | $4,888-37.4% |