Filed November 16, 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 7-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 | $13,391 | $77,419-82.7% | $69,455-80.7% | $152,861-91.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,249 | $3,315+58.3% | $2,779+88.9% | $4,762+10.2% |
| Participant deferral / active EE | $4,834 | $4,414+9.5% | $3,535+36.7% | $5,850-17.4% |
| Admin fee / account holder | $387 | $6,207-93.8% | $3,839-89.9% | $11,596-96.7% |