Filed December 1, 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 | $157,482 | $148,978+5.7% | $200,582-21.5% | $84,808+85.7% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 14.83% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,363 | $4,815-9.4% | $6,419-32.0% | $2,631+65.8% |
| Participant deferral / active EE | $9,368 | $7,142+31.2% | $9,331+0.4% | $4,212+122.4% |
| Admin fee / account holder | $13,094 | $13,977-6.3% | $16,305-19.7% | $7,344+78.3% |