Filed January 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,590 | $148,534+232.3% | $135,903+263.2% | $139,434+254.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.88% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,556 | $5,243+25.0% | $4,856+35.0% | $4,751+38.0% |
| Participant deferral / active EE | $15,996 | $8,100+97.5% | $7,758+106.2% | $6,710+138.4% |
| Admin fee / account holder | $1,506 | $12,400-87.9% | $10,762-86.0% | $11,403-86.8% |