Filed March 6, 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 | $30,017 | $77,660-61.3% | $109,143-72.5% | $79,386-62.2% |
| Participation rate | 98.6% | 67.8%+30.8pp | 75.9%+22.7pp | 70.7%+27.9pp |
| Annual return | 17.94% | 23.44%-5.5pp | 25.75%-7.8pp | 116.85%-98.9pp |
| Employer contribution / active EE | $7,450 | $2,797+166.3% | $3,722+100.2% | $2,427+206.9% |
| Participant deferral / active EE | $4,211 | $3,518+19.7% | $4,653-9.5% | $4,046+4.1% |
| Admin fee / account holder | $1,824 | $732+149.1% | $6,752-73.0% | $626+191.1% |