Filed December 27, 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 | $32,092 | $58,208-44.9% | $81,812-60.8% | $80,856-60.3% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 11.45% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,886 | $2,340+23.4% | $2,912-0.9% | $2,755+4.8% |
| Participant deferral / active EE | $3,617 | $3,281+10.3% | $4,319-16.2% | $4,296-15.8% |
| Admin fee / account holder | $3,491 | $4,981-29.9% | $7,386-52.7% | $6,918-49.5% |