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 | $114,986 | $80,724+42.4% | $103,333+11.3% | $74,495+54.4% |
| Participation rate | 93.6% | 65.7%+28.0pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 13.23% | 27.56%-14.3pp | 24.88%-11.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,940 | $3,157-6.9% | $3,868-24.0% | $2,623+12.1% |
| Participant deferral / active EE | $7,900 | $3,860+104.7% | $5,057+56.2% | $4,346+81.8% |
| Admin fee / account holder | $13,343 | $2,368+463.5% | $8,355+59.7% | $1,942+587.2% |