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 | $106,576 | $208,526-48.9% | $96,683+10.2% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 15.10% | 18.23%-3.1pp | 35.69%-20.6pp | - |
| Employer contribution / active EE | $2,950 | $2,182+35.2% | $3,737-21.0% | - |
| Participant deferral / active EE | $7,694 | $4,056+89.7% | $4,878+57.7% | - |
| Admin fee / account holder | $4,268 | $13,060-67.3% | $6,730-36.6% | - |