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 | $95,839 | $77,314+24.0% | $177,989-46.2% | $80,856+18.5% |
| Participation rate | 98.5% | 65.7%+32.8pp | 77.1%+21.4pp | 67.6%+30.8pp |
| Annual return | 18.17% | 18.09%+0.1pp | 294.48%-276.3pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,188 | $2,292+82.7% | $3,949+6.1% | $2,755+52.0% |
| Participant deferral / active EE | $5,786 | $4,411+31.2% | $6,276-7.8% | $4,296+34.7% |
| Admin fee / account holder | $3,429 | $7,191-52.3% | $10,363-66.9% | $6,918-50.4% |