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 | $25,274 | $91,190-72.3% | $178,490-85.8% | $79,858-68.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 101.98% | 24.19%+77.8pp | 151.07%-49.1pp | 31.71%+70.3pp |
| Employer contribution / active EE | $1,220 | $3,256-62.5% | $5,011-75.7% | $2,471-50.6% |
| Participant deferral / active EE | $2,107 | $3,236-34.9% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $1,326 | $6,751-80.4% | $13,984-90.5% | $5,306-75.0% |