Filed February 19, 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 | $58,475 | $69,010-15.3% | $159,960-63.4% | $68,494-14.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.21% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,431 | $2,213+55.0% | $4,226-18.8% | $2,596+32.2% |
| Participant deferral / active EE | $4,035 | $4,212-4.2% | $6,182-34.7% | $4,027+0.2% |
| Admin fee / account holder | $9,047 | $4,798+88.6% | $8,698+4.0% | $5,403+67.5% |