Filed January 29, 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 | $107,128 | $48,795+119.5% | $65,493+63.6% | $84,808+26.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.05% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,682 | $1,930+90.8% | $2,574+43.0% | $2,631+40.0% |
| Participant deferral / active EE | $8,382 | $2,928+186.2% | $3,961+111.6% | $4,212+99.0% |
| Admin fee / account holder | $10,025 | $3,877+158.6% | $5,028+99.4% | $7,344+36.5% |