Filed June 23, 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 | $72,569 | $91,538-20.7% | $129,995-44.2% | $75,163-3.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.13% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,647 | $2,845-7.0% | $4,320-38.7% | $2,670-0.9% |
| Participant deferral / active EE | $9,339 | $4,341+115.1% | $5,820+60.5% | $4,125+126.4% |
| Admin fee / account holder | $8,456 | $6,790+24.5% | $10,614-20.3% | $5,651+49.6% |