Filed October 26, 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 | $29,436 | $73,867-60.2% | $143,757-79.5% | $68,494-57.0% |
| Participation rate | 81.7% | 66.7%+15.0pp | 80.3%+1.4pp | 67.9%+13.8pp |
| Annual return | -14.41% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,016 | $3,184-36.7% | $4,951-59.3% | $2,596-22.3% |
| Participant deferral / active EE | $2,031 | $3,384-40.0% | $5,637-64.0% | $4,027-49.6% |
| Admin fee / account holder | $3,042 | $5,755-47.1% | $14,673-79.3% | $5,403-43.7% |