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 | $158,589 | $167,484-5.3% | $151,611+4.6% | $134,475+17.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -14.58% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,502 | $6,829-48.7% | $6,166-43.2% | $4,740-26.1% |
| Participant deferral / active EE | $4,457 | $8,986-50.4% | $8,363-46.7% | $6,400-30.4% |
| Admin fee / account holder | $34,682 | $13,783+151.6% | $11,616+198.6% | $11,426+203.5% |