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 | $95,769 | $58,208+64.5% | $81,812+17.1% | $80,856+18.4% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 11.97% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,834 | $2,340+149.3% | $2,912+100.3% | $2,755+111.8% |
| Participant deferral / active EE | $1,415 | $3,281-56.9% | $4,319-67.2% | $4,296-67.1% |
| Admin fee / account holder | $2,423 | $4,981-51.4% | $7,386-67.2% | $6,918-65.0% |