Filed March 10, 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 | $16,380 | $85,202-80.8% | $172,739-90.5% | $72,985-77.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.20% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $978 | $3,324-70.6% | $5,143-81.0% | $2,440-59.9% |
| Participant deferral / active EE | $1,945 | $3,260-40.3% | $5,198-62.6% | $3,607-46.1% |
| Admin fee / account holder | $3,226 | $5,884-45.2% | $13,954-76.9% | $5,124-37.1% |