Filed December 28, 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 | $221,428 | $95,803+131.1% | $113,168+95.7% | $84,808+161.1% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.5pp |
| Annual return | 17.75% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,087 | $2,360+30.8% | $2,975+3.8% | $2,631+17.3% |
| Participant deferral / active EE | $6,325 | $4,242+49.1% | $5,107+23.9% | $4,212+50.2% |
| Admin fee / account holder | $1,723 | $8,989-80.8% | $12,068-85.7% | $7,344-76.5% |