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 | $82,218 | $81,460+0.9% | $103,333-20.4% | $80,856+1.7% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 17.33% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $7,378 | $3,105+137.6% | $3,868+90.8% | $2,755+167.8% |
| Participant deferral / active EE | $9,824 | $3,869+153.9% | $5,057+94.3% | $4,296+128.7% |
| Admin fee / account holder | $8,072 | $6,566+22.9% | $8,355-3.4% | $6,918+16.7% |