Filed December 8, 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 9-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 | $20,189 | $82,664-75.6% | $125,339-83.9% | $68,494-70.5% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,235 | $3,381-63.5% | $4,814-74.4% | $2,596-52.4% |
| Participant deferral / active EE | $3,549 | $6,110-41.9% | $7,446-52.3% | $4,027-11.9% |
| Admin fee / account holder | $494 | $6,275-92.1% | $10,010-95.1% | $5,403-90.9% |