Filed October 26, 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 | $43,714 | $217,402-79.9% | $185,823-76.5% | $167,490-73.9% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.99% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,829 | $5,873-68.9% | $5,167-64.6% | $4,837-62.2% |
| Participant deferral / active EE | $6,011 | $6,356-5.4% | $5,568+8.0% | $6,341-5.2% |
| Admin fee / account holder | $8,540 | $19,811-56.9% | $16,237-47.4% | $12,309-30.6% |