Filed June 11, 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 5-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 | $200,048 | $89,753+122.9% | $107,525+86.0% | $84,808+135.9% |
| Participation rate | 97.7% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.4pp |
| Annual return | 15.74% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $14,718 | $3,113+372.7% | $3,754+292.1% | $2,631+459.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,297 | $7,222-68.2% | $8,919-74.2% | $7,344-68.7% |