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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,700 | $118,427-24.3% | $66,042+35.8% | $142,382-37.0% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 5.97% | 35.57%-29.6pp | 52.11%-46.1pp | 217.08%-211.1pp |
| Employer contribution / active EE | $6,118 | $2,570+138.1% | $1,579+287.4% | $4,299+42.3% |
| Participant deferral / active EE | $4,950 | $4,311+14.8% | $2,835+74.6% | $6,507-23.9% |
| Admin fee / account holder | $5,780 | $9,593-39.8% | $5,747+0.6% | $12,624-54.2% |