Filed January 21, 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 | $59,692 | $53,822+10.9% | $75,696-21.1% | $85,850-30.5% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 15.63% | 24.54%-8.9pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,737 | $2,017-13.9% | $2,743-36.7% | $2,565-32.3% |
| Participant deferral / active EE | $2,589 | $2,895-10.6% | $3,821-32.2% | $3,952-34.5% |
| Admin fee / account holder | $3,880 | $3,343+16.1% | $3,619+7.2% | $6,260-38.0% |