Filed March 29, 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 | $58,039 | $107,334-45.9% | $92,893-37.5% | $152,861-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 181.44% | 145.58%+35.9pp | 109.41%+72.0pp | 345.32%-163.9pp |
| Employer contribution / active EE | $7,238 | $4,221+71.5% | $3,653+98.2% | $4,762+52.0% |
| Participant deferral / active EE | $3,696 | $4,845-23.7% | $4,236-12.8% | $5,850-36.8% |
| Admin fee / account holder | $1,972 | $7,079-72.1% | $5,794-66.0% | $11,596-83.0% |