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 | $86,463 | $53,777+60.8% | $134,143-35.5% | $79,858+8.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.99% | 19.01%-7.0pp | 36.33%-24.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,820 | $1,321+189.1% | $3,704+3.1% | $2,471+54.6% |
| Participant deferral / active EE | $5,245 | $2,420+116.7% | $3,499+49.9% | $3,740+40.2% |
| Admin fee / account holder | $9,486 | $3,984+138.1% | $6,684+41.9% | $5,306+78.8% |