Filed April 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,486 | $93,571+32.0% | $135,903-9.1% | $75,163+64.3% |
| Participation rate | 98.0% | 75.2%+22.9pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 8.64% | 30.90%-22.3pp | 68.23%-59.6pp | 160.62%-152.0pp |
| Employer contribution / active EE | $15,344 | $3,537+333.9% | $4,856+216.0% | $2,670+474.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,504 | $6,975-78.4% | $10,762-86.0% | $5,651-73.4% |