Filed April 6, 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 | $144,470 | $109,881+31.5% | $150,045-3.7% | $84,808+70.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.04% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,887 | $3,561+37.2% | $4,693+4.1% | $2,631+85.8% |
| Participant deferral / active EE | $9,921 | $6,636+49.5% | $7,997+24.1% | $4,212+135.6% |
| Admin fee / account holder | $5,500 | $8,568-35.8% | $13,435-59.1% | $7,344-25.1% |