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 | $87,795 | $82,664+6.2% | $125,339-30.0% | $68,494+28.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,377 | $3,381-29.7% | $4,814-50.6% | $2,596-8.5% |
| Participant deferral / active EE | $7,526 | $6,110+23.2% | $7,446+1.1% | $4,027+86.9% |
| Admin fee / account holder | $5,070 | $6,275-19.2% | $10,010-49.3% | $5,403-6.2% |