Filed February 3, 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 | $97,781 | $114,381-14.5% | $107,525-9.1% | $142,382-31.3% |
| Participation rate | 78.3% | 78.1%+0.1pp | 75.1%+3.2pp | 80.1%-1.9pp |
| Annual return | 14.34% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,854 | $4,015+20.9% | $3,754+29.3% | $4,299+12.9% |
| Participant deferral / active EE | $5,385 | $5,564-3.2% | $5,116+5.3% | $6,507-17.2% |
| Admin fee / account holder | $5,594 | $9,860-43.3% | $8,919-37.3% | $12,624-55.7% |