Filed February 4, 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 | $128,676 | $99,985+28.7% | $146,665-12.3% | $85,850+49.9% |
| Participation rate | 70.0% | 73.1%-3.1pp | 80.1%-10.1pp | 69.3%+0.7pp |
| Annual return | 22.49% | 18.93%+3.6pp | 22.74%-0.3pp | 318.53%-296.0pp |
| Employer contribution / active EE | $627 | $2,559-75.5% | $4,136-84.8% | $2,565-75.6% |
| Participant deferral / active EE | $4,112 | $4,006+2.6% | $5,506-25.3% | $3,952+4.0% |
| Admin fee / account holder | $13,941 | $7,702+81.0% | $10,280+35.6% | $6,260+122.7% |