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 | $27,594 | $73,867-62.6% | $143,757-80.8% | $68,494-59.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.20% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,675 | $3,184-16.0% | $4,951-46.0% | $2,596+3.0% |
| Participant deferral / active EE | $3,610 | $3,384+6.7% | $5,637-36.0% | $4,027-10.4% |
| Admin fee / account holder | $645 | $5,755-88.8% | $14,673-95.6% | $5,403-88.1% |