Filed March 2, 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 | $235,904 | $54,705+331.2% | $71,209+231.3% | $84,808+178.2% |
| Participation rate | 96.2% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+27.9pp |
| Annual return | 16.81% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $13,163 | $2,158+510.0% | $2,721+383.8% | $2,631+400.3% |
| Participant deferral / active EE | $10,657 | $3,030+251.7% | $4,175+155.2% | $4,212+153.0% |
| Admin fee / account holder | $17,549 | $4,863+260.8% | $5,349+228.1% | $7,344+139.0% |