Filed September 23, 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 | $101,208 | $48,795+107.4% | $65,493+54.5% | $84,808+19.3% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 17.61% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,460 | $1,930+27.5% | $2,574-4.4% | $2,631-6.5% |
| Participant deferral / active EE | $6,741 | $2,928+130.2% | $3,961+70.2% | $4,212+60.1% |
| Admin fee / account holder | $2,499 | $3,877-35.6% | $5,028-50.3% | $7,344-66.0% |