Filed April 25, 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 | $81,474 | $67,606+20.5% | $82,313-1.0% | $70,131+16.2% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 19.62% | 21.57%-1.9pp | 25.88%-6.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,064 | $1,755+17.6% | $2,428-15.0% | $2,342-11.9% |
| Participant deferral / active EE | $3,529 | $2,987+18.1% | $3,706-4.8% | $3,332+5.9% |
| Admin fee / account holder | $2,756 | $4,512-38.9% | $5,608-50.9% | $4,645-40.7% |