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 | $55,966 | $82,664-32.3% | $125,339-55.3% | $68,494-18.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,442 | $3,381+61.0% | $4,814+13.1% | $2,596+109.6% |
| Participant deferral / active EE | $9,809 | $6,110+60.5% | $7,446+31.7% | $4,027+143.6% |
| Admin fee / account holder | $28,002 | $6,275+346.2% | $10,010+179.8% | $5,403+418.3% |