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 | $166,476 | $73,933+125.2% | $96,683+72.2% | $75,163+121.5% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 44.56% | 26.70%+17.9pp | 35.69%+8.9pp | 160.62%-116.1pp |
| Employer contribution / active EE | $13,852 | $2,928+373.1% | $3,737+270.7% | $2,670+418.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,105 | $5,216-40.5% | $6,730-53.9% | $5,651-45.0% |