Filed September 27, 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 | $224,082 | $102,317+119.0% | $146,958+52.5% | $80,856+177.1% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 20.83% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,241 | $3,713-12.7% | $4,933-34.3% | $2,755+17.6% |
| Participant deferral / active EE | $8,477 | $6,644+27.6% | $8,070+5.1% | $4,296+97.3% |
| Admin fee / account holder | $7,985 | $7,941+0.6% | $12,998-38.6% | $6,918+15.4% |