Filed February 8, 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 | $48,265 | $201,272-76.0% | $184,203-73.8% | $145,922-66.9% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 30.09% | 29.00%+1.1pp | 28.81%+1.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $5,573 | $7,022-20.6% | $6,427-13.3% | $4,660+19.6% |
| Participant deferral / active EE | $7,908 | $9,806-19.4% | $9,131-13.4% | $6,688+18.2% |
| Admin fee / account holder | $6,829 | $16,364-58.3% | $13,901-50.9% | $13,397-49.0% |