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 | $226,139 | $201,272+12.4% | $184,203+22.8% | $145,922+55.0% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.7pp |
| Annual return | 16.55% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,136 | $7,022-26.9% | $6,427-20.1% | $4,660+10.2% |
| Participant deferral / active EE | $5,897 | $9,806-39.9% | $9,131-35.4% | $6,688-11.8% |
| Admin fee / account holder | $16,550 | $16,364+1.1% | $13,901+19.1% | $13,397+23.5% |