Filed November 9, 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 | $99,673 | $148,978-33.1% | $200,582-50.3% | $84,808+17.5% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.9pp | 68.3%+22.4pp |
| Annual return | 15.95% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,473 | $4,815-27.9% | $6,419-45.9% | $2,631+32.0% |
| Participant deferral / active EE | $5,688 | $7,142-20.4% | $9,331-39.0% | $4,212+35.0% |
| Admin fee / account holder | $7,531 | $13,977-46.1% | $16,305-53.8% | $7,344+2.5% |