Filed November 17, 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 | $37,027 | $63,924-42.1% | $108,579-65.9% | $55,167-32.9% |
| Participation rate | 98.1% | 74.3%+23.7pp | 79.6%+18.5pp | 69.0%+29.1pp |
| Annual return | 5.48% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,502 | $1,879-20.0% | $3,758-60.0% | $1,963-23.4% |
| Participant deferral / active EE | $3,473 | $3,067+13.3% | $4,311-19.4% | $3,054+13.7% |
| Admin fee / account holder | $11,488 | $618+1759.9% | $7,645+50.3% | $504+2179.7% |