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 | $88,610 | $89,753-1.3% | $107,525-17.6% | $84,808+4.5% |
| Participation rate | 96.5% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.2pp |
| Annual return | 14.67% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,186 | $3,113-29.8% | $3,754-41.8% | $2,631-16.9% |
| Participant deferral / active EE | $4,160 | $4,056+2.6% | $5,116-18.7% | $4,212-1.2% |
| Admin fee / account holder | $18,431 | $7,222+155.2% | $8,919+106.7% | $7,344+151.0% |