Filed March 9, 2022
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 | $137,707 | $46,553+195.8% | $64,056+115.0% | $75,163+83.2% |
| Participation rate | 86.8% | 65.9%+20.9pp | 72.3%+14.5pp | 67.2%+19.7pp |
| Annual return | 21.01% | 26.03%-5.0pp | 33.69%-12.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $6,780 | $1,974+243.5% | $2,747+146.9% | $2,670+154.0% |
| Participant deferral / active EE | $13,993 | $2,837+393.3% | $3,880+260.6% | $4,125+239.2% |
| Admin fee / account holder | $3,563 | $2,952+20.7% | $3,068+16.1% | $5,651-37.0% |