Filed November 18, 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 | $78,237 | $76,000+2.9% | $154,107-49.2% | $64,186+21.9% |
| Participation rate | 85.3% | 70.4%+14.8pp | 83.0%+2.2pp | 69.6%+15.7pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,611 | $3,351+7.8% | $5,298-31.8% | $2,381+51.7% |
| Participant deferral / active EE | $6,552 | $3,175+106.4% | $5,081+29.0% | $3,470+88.8% |
| Admin fee / account holder | $3,338 | $5,596-40.4% | $13,411-75.1% | $4,888-31.7% |