Filed May 7, 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 | $94,759 | $72,277+31.1% | $101,248-6.4% | $79,858+18.7% |
| Participation rate | 88.1% | 68.5%+19.6pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 20.20% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,867 | $2,692-30.6% | $3,660-49.0% | $2,471-24.4% |
| Participant deferral / active EE | $4,081 | $3,282+24.4% | $4,370-6.6% | $3,740+9.1% |
| Admin fee / account holder | $7,739 | $4,400+75.9% | $5,945+30.2% | $5,306+45.8% |