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 | $68,840 | $110,094-37.5% | $151,611-54.6% | $68,494+0.5% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -9.37% | -10.12%+0.8pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,442 | $4,471-45.4% | $6,166-60.4% | $2,596-5.9% |
| Participant deferral / active EE | $4,039 | $6,527-38.1% | $8,363-51.7% | $4,027+0.3% |
| Admin fee / account holder | $31,564 | $7,719+308.9% | $11,616+171.7% | $5,403+484.2% |