Filed December 16, 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 5-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 | $30,911 | $58,208-46.9% | $81,812-62.2% | $80,856-61.8% |
| Participation rate | 73.2% | 63.4%+9.8pp | 72.3%+0.8pp | 67.6%+5.5pp |
| Annual return | 12.95% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,832 | $2,340+149.2% | $2,912+100.3% | $2,755+111.7% |
| Participant deferral / active EE | $9,474 | $3,281+188.8% | $4,319+119.4% | $4,296+120.5% |
| Admin fee / account holder | $7,255 | $4,981+45.6% | $7,386-1.8% | $6,918+4.9% |