Filed March 26, 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 | $65,015 | $110,094-40.9% | $151,611-57.1% | $68,494-5.1% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -15.01% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,247 | $4,471-5.0% | $6,166-31.1% | $2,596+63.6% |
| Participant deferral / active EE | $3,484 | $6,527-46.6% | $8,363-58.3% | $4,027-13.5% |
| Admin fee / account holder | $3,286 | $7,719-57.4% | $11,616-71.7% | $5,403-39.2% |