Filed March 3, 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 | $66,885 | $56,897+17.6% | $84,750-21.1% | $62,891+6.4% |
| Participation rate | 82.4% | 68.5%+13.8pp | 76.6%+5.8pp | 69.3%+13.0pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,435 | $2,400+43.1% | $3,574-3.9% | $2,281+50.6% |
| Participant deferral / active EE | $3,619 | $2,709+33.6% | $3,712-2.5% | $3,203+13.0% |
| Admin fee / account holder | $6,684 | $3,581+86.7% | $5,332+25.4% | $4,296+55.6% |