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 | $121,080 | $86,944+39.3% | $107,525+12.6% | $74,304+63.0% |
| Participation rate | 93.5% | 59.6%+34.0pp | 75.1%+18.5pp | 60.3%+33.2pp |
| Annual return | 15.27% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,391 | $2,757+23.0% | $3,754-9.7% | $2,241+51.3% |
| Participant deferral / active EE | $8,135 | $3,554+128.9% | $5,116+59.0% | $3,767+115.9% |
| Admin fee / account holder | $6,724 | $3,727+80.4% | $8,919-24.6% | $2,969+126.5% |