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 | $93,677 | $101,724-7.9% | $164,813-43.2% | $80,856+15.9% |
| Participation rate | 95.0% | 71.8%+23.2pp | 78.6%+16.4pp | 67.6%+27.4pp |
| Annual return | 14.60% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,095 | $2,953-29.1% | $4,341-51.7% | $2,755-23.9% |
| Participant deferral / active EE | $8,087 | $4,477+80.6% | $6,031+34.1% | $4,296+88.3% |
| Admin fee / account holder | $2,535 | $8,227-69.2% | $12,690-80.0% | $6,918-63.4% |