Filed January 26, 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 | $33,352 | $48,795-31.6% | $65,493-49.1% | $84,808-60.7% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.5pp |
| Annual return | 14.80% | 20.20%-5.4pp | 982.45%-967.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,375 | $2,928+117.7% | $3,961+61.0% | $4,212+51.4% |
| Admin fee / account holder | $4,780 | $3,877+23.3% | $5,028-4.9% | $7,344-34.9% |