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 | $180,603 | $185,822-2.8% | $169,993+6.2% | $139,434+29.5% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 18.19% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,659 | $7,590-38.6% | $6,785-31.3% | $4,751-1.9% |
| Participant deferral / active EE | $5,114 | $11,622-56.0% | $10,408-50.9% | $6,710-23.8% |
| Admin fee / account holder | $1,145 | $15,381-92.6% | $12,815-91.1% | $11,403-90.0% |