Filed June 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,543 | $80,673+51.9% | $101,326+20.9% | $84,808+44.5% |
| Participation rate | 74.0% | 77.8%-3.8pp | 81.5%-7.5pp | 68.3%+5.7pp |
| Annual return | 12.44% | 38.95%-26.5pp | 36.82%-24.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,333 | $2,698-13.5% | $3,665-36.4% | $2,631-11.3% |
| Participant deferral / active EE | $3,941 | $6,840-42.4% | $7,994-50.7% | $4,212-6.4% |
| Admin fee / account holder | $6,919 | $12,784-45.9% | $11,185-38.1% | $7,344-5.8% |