Filed April 28, 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 | $60,365 | $32,888+83.5% | - | $70,131-13.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | - | 69.5%+30.5pp |
| Annual return | 11.69% | 18.50%-6.8pp | - | 73.14%-61.5pp |
| Employer contribution / active EE | $1,344 | $2,171-38.1% | - | $2,342-42.6% |
| Participant deferral / active EE | $1,878 | $1,340+40.1% | - | $3,332-43.6% |
| Admin fee / account holder | $2,961 | $1,413+109.5% | - | $4,645-36.3% |