Filed January 5, 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 | $57,617 | $102,317-43.7% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 25.93% | 134.76%-108.8pp | 418.34%-392.4pp | 35.59%-9.7pp |
| Employer contribution / active EE | $3,121 | $3,713-15.9% | $4,933-36.7% | $2,755+13.3% |
| Participant deferral / active EE | $6,621 | $6,644-0.3% | $8,070-18.0% | $4,296+54.1% |
| Admin fee / account holder | $23,621 | $7,941+197.4% | $12,998+81.7% | $6,918+241.4% |