Filed May 11, 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 | $38,385 | $81,900-53.1% | $119,609-67.9% | $68,494-44.0% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,111 | $2,693+15.5% | $4,232-26.5% | $2,596+19.8% |
| Participant deferral / active EE | $5,374 | $4,148+29.6% | $5,602-4.1% | $4,027+33.4% |
| Admin fee / account holder | $15,799 | $6,582+140.0% | $10,323+53.0% | $5,403+192.4% |