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 | $95,816 | $183,519-47.8% | $155,509-38.4% | $145,922-34.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 20.74% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $7,747 | $5,313+45.8% | $4,672+65.8% | $4,660+66.3% |
| Participant deferral / active EE | $8,502 | $6,462+31.6% | $5,626+51.1% | $6,688+27.1% |
| Admin fee / account holder | $9,297 | $19,313-51.9% | $15,912-41.6% | $13,397-30.6% |