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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,738 | $80,673+89.3% | $101,326+50.7% | $84,808+80.1% |
| Participation rate | 80.8% | 77.8%+3.0pp | 81.5%-0.7pp | 68.3%+12.5pp |
| Annual return | 8.52% | 38.95%-30.4pp | 36.82%-28.3pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,010 | $2,698+11.6% | $3,665-17.9% | $2,631+14.4% |
| Participant deferral / active EE | $4,394 | $6,840-35.8% | $7,994-45.0% | $4,212+4.3% |
| Admin fee / account holder | $1,873 | $12,784-85.3% | $11,185-83.3% | $7,344-74.5% |