Filed March 24, 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 | $86,984 | $58,694+48.2% | $142,863-39.1% | $85,850+1.3% |
| Participation rate | 86.0% | 58.5%+27.6pp | 71.9%+14.1pp | 69.3%+16.7pp |
| Annual return | 13.41% | 27.72%-14.3pp | 5637.54%-5624.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,670 | $1,423+17.4% | $4,144-59.7% | $2,565-34.9% |
| Participant deferral / active EE | $3,282 | $2,607+25.9% | $3,837-14.5% | $3,952-17.0% |
| Admin fee / account holder | $14,605 | $4,239+244.5% | $6,560+122.6% | $6,260+133.3% |