Filed March 24, 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 | $70,338 | $109,881-36.0% | $150,045-53.1% | $84,808-17.1% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 16.42% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,594 | $3,561-27.2% | $4,693-44.7% | $2,631-1.4% |
| Participant deferral / active EE | $5,656 | $6,636-14.8% | $7,997-29.3% | $4,212+34.3% |
| Admin fee / account holder | $6,045 | $8,568-29.4% | $13,435-55.0% | $7,344-17.7% |