Filed August 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 | $77,796 | $57,281+35.8% | $86,612-10.2% | $75,163+3.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | -5.49% | 2670.75%-2676.2pp | 591.07%-596.6pp | 160.62%-166.1pp |
| Employer contribution / active EE | $5,189 | $2,314+124.2% | $3,022+71.7% | $2,670+94.4% |
| Participant deferral / active EE | $1,265 | $3,318-61.9% | $4,438-71.5% | $4,125-69.3% |
| Admin fee / account holder | $753 | $4,112-81.7% | $5,614-86.6% | $5,651-86.7% |