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 | $93,293 | $109,881-15.1% | $150,045-37.8% | $84,808+10.0% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 36.28% | 28.25%+8.0pp | 62.55%-26.3pp | 40.90%-4.6pp |
| Employer contribution / active EE | $5,247 | $3,561+47.3% | $4,693+11.8% | $2,631+99.4% |
| Participant deferral / active EE | $11,466 | $6,636+72.8% | $7,997+43.4% | $4,212+172.3% |
| Admin fee / account holder | $3,489 | $8,568-59.3% | $13,435-74.0% | $7,344-52.5% |