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 | $138,707 | $49,922+177.8% | $80,569+72.2% | $75,163+84.5% |
| Participation rate | 97.8% | 55.3%+42.5pp | 67.0%+30.8pp | 67.2%+30.6pp |
| Annual return | 24.12% | 34.69%-10.6pp | 935.43%-911.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $8,834 | $1,698+420.2% | $2,723+224.4% | $2,670+230.9% |
| Participant deferral / active EE | $12,982 | $2,990+334.1% | $4,447+191.9% | $4,125+214.7% |
| Admin fee / account holder | $2,931 | $3,577-18.1% | $5,377-45.5% | $5,651-48.1% |