Filed June 17, 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 | $23,600 | $46,869-49.6% | $122,332-80.7% | $70,131-66.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.99% | 24.22%-9.2pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $841 | $1,288-34.7% | $4,050-79.2% | $2,342-64.1% |
| Participant deferral / active EE | $1,808 | $2,166-16.6% | $3,287-45.0% | $3,332-45.7% |
| Admin fee / account holder | $633 | $3,322-81.0% | $5,478-88.4% | $4,645-86.4% |