Filed April 18, 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 | $36,941 | $81,460-54.7% | $103,333-64.3% | $80,856-54.3% |
| Participation rate | 88.6% | 66.8%+21.7pp | 74.5%+14.1pp | 67.6%+20.9pp |
| Annual return | 12.71% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,229 | $3,105-28.2% | $3,868-42.4% | $2,755-19.1% |
| Participant deferral / active EE | $4,829 | $3,869+24.8% | $5,057-4.5% | $4,296+12.4% |
| Admin fee / account holder | $3,612 | $6,566-45.0% | $8,355-56.8% | $6,918-47.8% |