Filed March 26, 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 | $103,910 | $78,672+32.1% | $109,143-4.8% | $85,850+21.0% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.3pp |
| Annual return | 14.92% | 25.09%-10.2pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,280 | $2,735-16.6% | $3,722-38.8% | $2,565-11.1% |
| Participant deferral / active EE | $6,068 | $3,467+75.0% | $4,653+30.4% | $3,952+53.6% |
| Admin fee / account holder | $5,051 | $5,469-7.6% | $6,752-25.2% | $6,260-19.3% |