Filed February 8, 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 | $140,210 | $77,503+80.9% | $100,391+39.7% | $80,856+73.4% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 27.79% | 37.20%-9.4pp | 49.20%-21.4pp | 35.59%-7.8pp |
| Employer contribution / active EE | $2,743 | $2,801-2.1% | $3,942-30.4% | $2,755-0.4% |
| Participant deferral / active EE | $4,174 | $6,820-38.8% | $8,082-48.4% | $4,296-2.8% |
| Admin fee / account holder | $6,912 | $5,897+17.2% | $7,899-12.5% | $6,918-0.1% |