Filed February 3, 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 | $158,050 | $148,978+6.1% | $200,582-21.2% | $84,808+86.4% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 18.12% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,649 | $4,815-24.2% | $6,419-43.1% | $2,631+38.7% |
| Participant deferral / active EE | $6,429 | $7,142-10.0% | $9,331-31.1% | $4,212+52.7% |
| Admin fee / account holder | $4,005 | $13,977-71.3% | $16,305-75.4% | $7,344-45.5% |