Filed August 17, 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 | $81,465 | $54,350+49.9% | $82,719-1.5% | $68,494+18.9% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | 8.38% | -13.67%+22.0pp | 701.18%-692.8pp | -7.84%+16.2pp |
| Employer contribution / active EE | $5,364 | $2,218+141.8% | $3,009+78.3% | $2,596+106.6% |
| Participant deferral / active EE | $1,313 | $3,246-59.5% | $4,395-70.1% | $4,027-67.4% |
| Admin fee / account holder | $1,962 | $4,395-55.4% | $5,329-63.2% | $5,403-63.7% |