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 | $19,958 | $81,632-75.6% | $70,449-71.7% | $158,922-87.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 41.61% | 208.40%-166.8pp | 109.03%-67.4pp | 302.83%-261.2pp |
| Employer contribution / active EE | $5,702 | $3,217+77.2% | $2,737+108.4% | $4,761+19.8% |
| Participant deferral / active EE | $5,240 | $4,554+15.1% | $3,709+41.3% | $5,982-12.4% |
| Admin fee / account holder | $462 | $6,193-92.5% | $3,845-88.0% | $11,246-95.9% |