Filed May 24, 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 5-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 | $94,333 | $138,562-31.9% | $246,525-61.7% | $116,875-19.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 12.57% | 16.14%-3.6pp | 0.46%+12.1pp | 16.29%-3.7pp |
| Employer contribution / active EE | $2,973 | $4,835-38.5% | $7,467-60.2% | $3,288-9.6% |
| Participant deferral / active EE | $6,808 | $4,207+61.8% | $5,422+25.5% | $3,885+75.2% |
| Admin fee / account holder | $6,756 | $18,110-62.7% | $16,551-59.2% | $12,263-44.9% |