Filed June 22, 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 | $102,981 | $81,248+26.7% | $155,509-33.8% | $80,856+27.4% |
| Participation rate | 83.8% | 66.2%+17.6pp | 78.2%+5.6pp | 67.6%+16.1pp |
| Annual return | 17.39% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,167 | $3,100+34.4% | $4,672-10.8% | $2,755+51.3% |
| Participant deferral / active EE | $3,925 | $3,452+13.7% | $5,626-30.2% | $4,296-8.6% |
| Admin fee / account holder | $2,478 | $7,997-69.0% | $15,912-84.4% | $6,918-64.2% |