Filed December 20, 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 | $61,770 | $123,909-50.1% | $69,647-11.3% | $145,922-57.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.5%+25.2pp | 80.3%+11.4pp |
| Annual return | 11.43% | 190.55%-179.1pp | 100.48%-89.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,679 | $2,682+111.8% | $1,712+231.6% | $4,660+21.9% |
| Participant deferral / active EE | $4,741 | $4,236+11.9% | $2,886+64.3% | $6,688-29.1% |
| Admin fee / account holder | $12,573 | $7,863+59.9% | $4,713+166.8% | $13,397-6.1% |