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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,951 | $214,378+18.5% | $200,582+26.6% | $142,382+78.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.65% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,577 | $6,841-33.1% | $6,419-28.7% | $4,299+6.5% |
| Participant deferral / active EE | $5,141 | $9,865-47.9% | $9,331-44.9% | $6,507-21.0% |
| Admin fee / account holder | $13,958 | $17,692-21.1% | $16,305-14.4% | $12,624+10.6% |