Filed March 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 | $63,370 | $60,022+5.6% | $88,946-28.8% | $84,808-25.3% |
| Participation rate | 70.0% | 57.8%+12.2pp | 68.8%+1.2pp | 68.3%+1.7pp |
| Annual return | 17.84% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,112 | $1,703+24.1% | $2,555-17.3% | $2,631-19.7% |
| Participant deferral / active EE | $5,481 | $3,114+76.0% | $4,581+19.6% | $4,212+30.1% |
| Admin fee / account holder | $20,445 | $4,811+325.0% | $8,261+147.5% | $7,344+178.4% |