Filed June 27, 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 3-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 | $27,960 | $109,881-74.6% | $150,045-81.4% | $84,808-67.0% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 19.71% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,515 | $3,561-29.4% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $5,394 | $6,636-18.7% | $7,997-32.5% | $4,212+28.1% |
| Admin fee / account holder | $774 | $8,568-91.0% | $13,435-94.2% | $7,344-89.5% |