Filed February 17, 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 9-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 | $114,716 | $209,832-45.3% | $189,513-39.5% | $167,490-31.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 748.27%-736.4pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $8,284 | $6,914+19.8% | $6,162+34.4% | $4,837+71.2% |
| Participant deferral / active EE | $7,630 | $8,935-14.6% | $8,221-7.2% | $6,341+20.3% |
| Admin fee / account holder | $6,049 | $14,293-57.7% | $12,045-49.8% | $12,309-50.9% |