Filed January 17, 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 4-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 | $100,369 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,823 | $4,961-43.1% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $9,799 | $8,310+17.9% | $7,997+22.5% | $6,507+50.6% |
| Admin fee / account holder | $3,780 | $14,846-74.5% | $13,435-71.9% | $12,624-70.1% |