Filed January 7, 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 | $161,579 | $85,766+88.4% | $136,294+18.6% | $70,131+130.4% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 16.75% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,067 | $2,966+37.1% | $4,695-13.4% | $2,342+73.6% |
| Participant deferral / active EE | $8,259 | $5,051+63.5% | $6,247+32.2% | $3,332+147.9% |
| Admin fee / account holder | $14,431 | $5,420+166.2% | $9,243+56.1% | $4,645+210.6% |