Filed January 21, 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 | $236,629 | $98,750+139.6% | $149,696+58.1% | $79,858+196.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.91% | 27.43%-1.5pp | 276.60%-250.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $21,167 | $3,216+558.1% | $4,644+355.8% | $2,471+756.7% |
| Participant deferral / active EE | $5,792 | $5,680+2.0% | $6,842-15.3% | $3,740+54.9% |
| Admin fee / account holder | $6,083 | $6,053+0.5% | $9,309-34.7% | $5,306+14.6% |