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 | $71,047 | $138,347-48.6% | $184,203-61.4% | $80,856-12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.41% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $6,998 | $4,850+44.3% | $6,427+8.9% | $2,755+154.0% |
| Participant deferral / active EE | $6,052 | $7,071-14.4% | $9,131-33.7% | $4,296+40.9% |
| Admin fee / account holder | $2,979 | $10,483-71.6% | $13,901-78.6% | $6,918-56.9% |