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 | $103,933 | $80,717+28.8% | $154,803-32.9% | $84,808+22.6% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 15.73% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,951 | $2,761+115.5% | $4,305+38.2% | $2,631+126.2% |
| Participant deferral / active EE | $4,492 | $3,303+36.0% | $5,540-18.9% | $4,212+6.7% |
| Admin fee / account holder | $1,765 | $6,746-73.8% | $14,329-87.7% | $7,344-76.0% |