Filed November 30, 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 | $199,001 | $70,756+181.3% | $65,493+203.8% | $142,382+39.8% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 16.99% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,687 | $2,881-6.7% | $2,574+4.4% | $4,299-37.5% |
| Participant deferral / active EE | $9,840 | $4,637+112.2% | $3,961+148.4% | $6,507+51.2% |
| Admin fee / account holder | $7,647 | $6,559+16.6% | $5,028+52.1% | $12,624-39.4% |