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 | $169,173 | $57,016+196.7% | $84,966+99.1% | $80,856+109.2% |
| Participation rate | 97.7% | 56.3%+41.4pp | 67.5%+30.2pp | 67.6%+30.1pp |
| Annual return | 17.94% | 21.66%-3.7pp | 66.38%-48.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $9,326 | $1,798+418.8% | $2,727+242.0% | $2,755+238.5% |
| Participant deferral / active EE | $13,617 | $3,110+337.9% | $4,519+201.3% | $4,296+217.0% |
| Admin fee / account holder | $11,398 | $4,980+128.9% | $6,149+85.4% | $6,918+64.8% |