Filed January 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,279 | $109,881-40.6% | $150,045-56.5% | $84,808-23.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.89% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,205 | $3,561+18.1% | $4,693-10.4% | $2,631+59.8% |
| Participant deferral / active EE | $7,839 | $6,636+18.1% | $7,997-2.0% | $4,212+86.1% |
| Admin fee / account holder | $2,647 | $8,568-69.1% | $13,435-80.3% | $7,344-64.0% |