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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,563 | $72,400+101.1% | $67,502+115.6% | $145,922-0.2% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 13.43% | 7182.46%-7169.0pp | 3512.12%-3498.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $192 | $3,069-93.8% | $2,731-93.0% | $4,660-95.9% |
| Participant deferral / active EE | $9,818 | $4,783+105.3% | $4,000+145.4% | $6,688+46.8% |
| Admin fee / account holder | $567 | $5,539-89.8% | $3,998-85.8% | $13,397-95.8% |