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 | $156,838 | $58,208+169.4% | $81,812+91.7% | $80,856+94.0% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.3%+17.0pp | 67.6%+21.7pp |
| Annual return | 18.33% | 41.66%-23.3pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $7,870 | $2,340+236.3% | $2,912+170.2% | $2,755+185.7% |
| Participant deferral / active EE | $14,321 | $3,281+336.5% | $4,319+231.6% | $4,296+233.4% |
| Admin fee / account holder | $14,328 | $4,981+187.6% | $7,386+94.0% | $6,918+107.1% |