Filed May 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,842 | $65,409+173.4% | $98,442+81.7% | $85,850+108.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.72% | 21.76%-13.0pp | 1492.73%-1484.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,851 | $2,168+31.5% | $2,960-3.7% | $2,565+11.2% |
| Participant deferral / active EE | $3,534 | $3,166+11.6% | $4,276-17.4% | $3,952-10.6% |
| Admin fee / account holder | $393 | $4,593-91.4% | $5,949-93.4% | $6,260-93.7% |