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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,132 | $93,024-14.9% | $77,024+2.7% | $134,475-41.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -24.39% | 62.60%-87.0pp | 42.32%-66.7pp | 417.96%-442.4pp |
| Employer contribution / active EE | $29,925 | $3,418+775.5% | $2,812+964.1% | $4,740+531.4% |
| Participant deferral / active EE | $11,645 | $5,238+122.3% | $4,426+163.1% | $6,400+82.0% |
| Admin fee / account holder | $419 | $6,944-94.0% | $5,425-92.3% | $11,426-96.3% |