Filed October 6, 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 | $69,060 | $73,933-6.6% | $96,683-28.6% | $75,163-8.1% |
| Participation rate | 87.8% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.6pp |
| Annual return | 18.94% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $7,159 | $2,928+144.5% | $3,737+91.6% | $2,670+168.1% |
| Participant deferral / active EE | $9,271 | $3,659+153.4% | $4,878+90.1% | $4,125+124.8% |
| Admin fee / account holder | $11,229 | $5,216+115.3% | $6,730+66.9% | $5,651+98.7% |