Filed April 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 8-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 | $197,466 | $105,181+87.7% | $159,436+23.9% | $85,850+130.0% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 17.04% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $6,674 | $3,318+101.1% | $4,829+38.2% | $2,565+160.2% |
| Participant deferral / active EE | $8,570 | $5,945+44.2% | $7,352+16.6% | $3,952+116.9% |
| Admin fee / account holder | $29,949 | $6,933+332.0% | $10,799+177.3% | $6,260+378.4% |