Filed April 20, 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 | $49,890 | $22,126+125.5% | - | $80,856-38.3% |
| Participation rate | 80.5% | 45.9%+34.6pp | - | 67.6%+12.8pp |
| Annual return | 13.28% | 12.16%+1.1pp | - | 35.59%-22.3pp |
| Employer contribution / active EE | $1,580 | $1,227+28.8% | - | $2,755-42.6% |
| Participant deferral / active EE | $2,147 | $1,384+55.2% | - | $4,296-50.0% |
| Admin fee / account holder | $22,164 | $1,828+1112.5% | - | $6,918+220.4% |