Filed February 8, 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 | $51,453 | $59,097-12.9% | $82,389-37.5% | $74,304-30.8% |
| Participation rate | 97.9% | 52.8%+45.2pp | 69.5%+28.4pp | 60.3%+37.6pp |
| Annual return | 15.40% | 22.85%-7.5pp | 28.67%-13.3pp | 29.43%-14.0pp |
| Employer contribution / active EE | $945 | $1,601-41.0% | $2,517-62.5% | $2,241-57.9% |
| Participant deferral / active EE | $3,474 | $2,775+25.2% | $4,155-16.4% | $3,767-7.8% |
| Admin fee / account holder | $6,295 | $4,489+40.2% | $7,231-12.9% | $2,969+112.0% |