Filed December 12, 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 | $132,978 | $159,602-16.7% | $150,045-11.4% | $142,382-6.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.84% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,330 | $4,961+27.6% | $4,693+34.9% | $4,299+47.2% |
| Participant deferral / active EE | $12,984 | $8,310+56.2% | $7,997+62.4% | $6,507+99.5% |
| Admin fee / account holder | $6,673 | $14,846-55.1% | $13,435-50.3% | $12,624-47.1% |