Filed June 6, 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 | $23,272 | $48,265-51.8% | $68,791-66.2% | $68,494-66.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.46% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,009 | $1,829-44.8% | $2,655-62.0% | $2,596-61.1% |
| Participant deferral / active EE | $1,231 | $2,867-57.0% | $3,941-68.8% | $4,027-69.4% |
| Admin fee / account holder | $450 | $4,355-89.7% | $4,932-90.9% | $5,403-91.7% |