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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,698 | $94,625+173.4% | $116,228+122.6% | $84,808+205.0% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.5pp | 68.3%+23.7pp |
| Annual return | 37.61% | 20.40%+17.2pp | 90.06%-52.5pp | 40.90%-3.3pp |
| Employer contribution / active EE | $10,647 | $2,347+353.7% | $2,994+255.6% | $2,631+304.7% |
| Participant deferral / active EE | $11,935 | $3,972+200.5% | $4,953+141.0% | $4,212+183.4% |
| Admin fee / account holder | $4,441 | $10,091-56.0% | $11,989-63.0% | $7,344-39.5% |