Filed March 31, 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 | $64,187 | $109,359-41.3% | $162,163-60.4% | $72,985-12.1% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 24.86% | 25.46%-0.6pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,988 | $3,907-49.1% | $5,614-64.6% | $2,440-18.5% |
| Participant deferral / active EE | $3,115 | $5,481-43.2% | $7,298-57.3% | $3,607-13.7% |
| Admin fee / account holder | $1,017 | $7,972-87.2% | $10,843-90.6% | $5,124-80.1% |