Filed December 16, 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 | $51,600 | $77,813-33.7% | $123,544-58.2% | $64,186-19.6% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -4.16% | 12.48%-16.6pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,366 | $3,014-21.5% | $4,628-48.9% | $2,381-0.6% |
| Participant deferral / active EE | $5,175 | $5,240-1.2% | $6,426-19.5% | $3,470+49.2% |
| Admin fee / account holder | $583 | $5,519-89.4% | $9,284-93.7% | $4,888-88.1% |