Filed August 26, 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 | $182,880 | $197,591-7.4% | $177,821+2.8% | $158,922+15.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 12.00% | 58.76%-46.8pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,128 | $6,697-38.4% | $5,918-30.2% | $4,761-13.3% |
| Participant deferral / active EE | $3,919 | $8,405-53.4% | $7,714-49.2% | $5,982-34.5% |
| Admin fee / account holder | $26,366 | $15,399+71.2% | $12,427+112.2% | $11,246+134.5% |