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 | $34,663 | $46,553-25.5% | $64,056-45.9% | $75,163-53.9% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 24.27% | 26.03%-1.8pp | 33.69%-9.4pp | 160.62%-136.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,447 | $2,837+197.8% | $3,880+117.7% | $4,125+104.8% |
| Admin fee / account holder | $2,588 | $2,952-12.3% | $3,068-15.6% | $5,651-54.2% |