Filed September 13, 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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,977 | $165,335-87.9% | $149,696-86.7% | $158,922-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.26% | 348.15%-307.9pp | 276.60%-236.3pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,840 | $5,103-44.3% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $12,982 | $7,181+80.8% | $6,842+89.8% | $5,982+117.0% |
| Admin fee / account holder | $758 | $10,807-93.0% | $9,309-91.9% | $11,246-93.3% |