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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,130 | $77,503+33.1% | $100,391+2.7% | $80,856+27.5% |
| Participation rate | 79.6% | 76.9%+2.6pp | 81.5%-1.9pp | 67.6%+12.0pp |
| Annual return | 25.55% | 37.20%-11.6pp | 49.20%-23.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $2,478 | $2,801-11.5% | $3,942-37.1% | $2,755-10.0% |
| Participant deferral / active EE | $4,705 | $6,820-31.0% | $8,082-41.8% | $4,296+9.5% |
| Admin fee / account holder | $9,615 | $5,897+63.0% | $7,899+21.7% | $6,918+39.0% |