Filed December 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,250 | $102,605+108.8% | $145,661+47.1% | $84,808+152.6% |
| Participation rate | 91.5% | 74.3%+17.2pp | 77.2%+14.3pp | 68.3%+23.2pp |
| Annual return | 12.32% | 26.50%-14.2pp | 101.46%-89.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $773 | $3,325-76.8% | $4,238-81.8% | $2,631-70.6% |
| Participant deferral / active EE | $10,713 | $5,750+86.3% | $7,198+48.8% | $4,212+154.4% |
| Admin fee / account holder | $41,258 | $8,758+371.1% | $12,466+231.0% | $7,344+461.8% |