Filed April 9, 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 | $95,638 | $148,978-35.8% | $200,582-52.3% | $84,808+12.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 14.19% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,108 | $4,815-35.4% | $6,419-51.6% | $2,631+18.1% |
| Participant deferral / active EE | $4,804 | $7,142-32.7% | $9,331-48.5% | $4,212+14.1% |
| Admin fee / account holder | $4,979 | $13,977-64.4% | $16,305-69.5% | $7,344-32.2% |