Filed December 1, 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 | $79,147 | $60,323+31.2% | $81,812-3.3% | $74,495+6.2% |
| Participation rate | 84.3% | 62.9%+21.5pp | 72.3%+12.0pp | 67.2%+17.1pp |
| Annual return | 21.50% | 16.90%+4.6pp | 773.79%-752.3pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $3,189 | $2,620+21.7% | $2,912+9.5% | $2,623+21.6% |
| Participant deferral / active EE | $7,447 | $3,387+119.8% | $4,319+72.4% | $4,346+71.4% |
| Admin fee / account holder | $3,151 | $1,486+112.1% | $7,386-57.3% | $1,942+62.3% |