Filed January 11, 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 9-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 | $203,677 | $89,753+126.9% | $107,525+89.4% | $84,808+140.2% |
| Participation rate | 87.2% | 68.1%+19.1pp | 75.1%+12.1pp | 68.3%+18.9pp |
| Annual return | 16.77% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,836 | $3,113+55.3% | $3,754+28.8% | $2,631+83.8% |
| Participant deferral / active EE | $11,902 | $4,056+193.4% | $5,116+132.7% | $4,212+182.6% |
| Admin fee / account holder | $13,380 | $7,222+85.3% | $8,919+50.0% | $7,344+82.2% |