Filed June 1, 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 | $87,497 | $64,839+34.9% | $95,585-8.5% | $84,808+3.2% |
| Participation rate | 93.3% | 63.8%+29.4pp | 72.1%+21.2pp | 68.3%+24.9pp |
| Annual return | 34.91% | -670.96%+705.9pp | 38.56%-3.6pp | 40.90%-6.0pp |
| Employer contribution / active EE | $3,216 | $1,759+82.8% | $2,527+27.3% | $2,631+22.2% |
| Participant deferral / active EE | $5,638 | $2,965+90.2% | $4,023+40.2% | $4,212+33.9% |
| Admin fee / account holder | $2,469 | $5,964-58.6% | $6,127-59.7% | $7,344-66.4% |