Filed November 18, 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 4-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 | $41,656 | $87,733-52.5% | $106,548-60.9% | $85,850-51.5% |
| Participation rate | 83.5% | 71.9%+11.6pp | 76.1%+7.4pp | 69.3%+14.2pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,528 | $2,073+22.0% | $2,819-10.3% | $2,565-1.4% |
| Participant deferral / active EE | $6,921 | $3,469+99.5% | $4,398+57.4% | $3,952+75.1% |
| Admin fee / account holder | $902 | $6,767-86.7% | $7,407-87.8% | $6,260-85.6% |