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 | $234,398 | $87,013+169.4% | $106,213+120.7% | $80,856+189.9% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 85.44% | 17.05%+68.4pp | 116.14%-30.7pp | 35.59%+49.8pp |
| Employer contribution / active EE | $6,074 | $2,395+153.6% | $3,171+91.5% | $2,755+120.5% |
| Participant deferral / active EE | $8,836 | $3,986+121.7% | $5,016+76.2% | $4,296+105.7% |
| Admin fee / account holder | $5,992 | $8,431-28.9% | $11,033-45.7% | $6,918-13.4% |