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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,642 | $57,281+28.6% | $86,612-15.0% | $75,163-2.0% |
| Participation rate | 79.2% | 63.2%+16.0pp | 71.7%+7.5pp | 67.2%+12.0pp |
| Annual return | 19.92% | 2670.75%-2650.8pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,029 | $2,314+30.9% | $3,022+0.2% | $2,670+13.5% |
| Participant deferral / active EE | $6,873 | $3,318+107.2% | $4,438+54.9% | $4,125+66.6% |
| Admin fee / account holder | $4,194 | $4,112+2.0% | $5,614-25.3% | $5,651-25.8% |