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 | $57,256 | $148,978-61.6% | $200,582-71.5% | $84,808-32.5% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 52.06% | 28.16%+23.9pp | 42.33%+9.7pp | 40.90%+11.2pp |
| Employer contribution / active EE | $3,852 | $4,815-20.0% | $6,419-40.0% | $2,631+46.4% |
| Participant deferral / active EE | $6,104 | $7,142-14.5% | $9,331-34.6% | $4,212+44.9% |
| Admin fee / account holder | $2,296 | $13,977-83.6% | $16,305-85.9% | $7,344-68.7% |