Filed January 27, 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 7-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 | $108,614 | $45,863+136.8% | $77,024+41.0% | $68,494+58.6% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -16.11% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $7,447 | $1,650+351.4% | $2,812+164.8% | $2,596+186.8% |
| Participant deferral / active EE | $11,480 | $2,962+287.6% | $4,426+159.4% | $4,027+185.1% |
| Admin fee / account holder | $8,741 | $3,041+187.5% | $5,425+61.1% | $5,403+61.8% |