Filed May 2, 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 | $36,058 | $57,354-37.1% | $83,848-57.0% | $64,186-43.8% |
| Participation rate | 71.8% | 68.6%+3.2pp | 76.1%-4.4pp | 69.6%+2.2pp |
| Annual return | -6.20% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,212 | $2,545-52.4% | $3,631-66.6% | $2,381-49.1% |
| Participant deferral / active EE | $2,848 | $2,993-4.8% | $4,082-30.2% | $3,470-17.9% |
| Admin fee / account holder | $12,052 | $4,046+197.9% | $5,478+120.0% | $4,888+146.6% |