Filed April 20, 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 | $227,878 | $79,944+185.0% | $98,439+131.5% | $75,163+203.2% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.2%+16.0pp | 67.2%+24.0pp |
| Annual return | 25.08% | 19.75%+5.3pp | 21.16%+3.9pp | 160.62%-135.5pp |
| Employer contribution / active EE | $8,989 | $2,264+297.1% | $3,048+194.9% | $2,670+236.7% |
| Participant deferral / active EE | $10,556 | $3,752+181.4% | $4,738+122.8% | $4,125+155.9% |
| Admin fee / account holder | $11,696 | $6,840+71.0% | $8,948+30.7% | $5,651+107.0% |