Filed June 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 | $196,390 | $109,413+79.5% | $156,263+25.7% | $84,808+131.6% |
| Participation rate | 87.0% | 72.7%+14.3pp | 78.9%+8.1pp | 68.3%+18.7pp |
| Annual return | 19.28% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $20,507 | $2,907+605.5% | $4,333+373.3% | $2,631+679.5% |
| Participant deferral / active EE | $6,913 | $4,590+50.6% | $6,158+12.2% | $4,212+64.1% |
| Admin fee / account holder | $3,242 | $9,357-65.3% | $14,255-77.3% | $7,344-55.8% |