Filed May 16, 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 | $108,261 | $72,277+49.8% | $101,248+6.9% | $79,858+35.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.36% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,915 | $2,692+8.3% | $3,660-20.4% | $2,471+18.0% |
| Participant deferral / active EE | $7,021 | $3,282+113.9% | $4,370+60.7% | $3,740+87.7% |
| Admin fee / account holder | $6,871 | $4,400+56.2% | $5,945+15.6% | $5,306+29.5% |