Filed June 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,050 | $80,724-62.8% | $103,333-70.9% | $74,495-59.7% |
| Participation rate | 71.4% | 65.7%+5.7pp | 74.5%-3.1pp | 67.2%+4.2pp |
| Annual return | 11.10% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,301 | $3,157-58.8% | $3,868-66.4% | $2,623-50.4% |
| Participant deferral / active EE | $2,610 | $3,860-32.4% | $5,057-48.4% | $4,346-39.9% |
| Admin fee / account holder | $1,648 | $2,368-30.4% | $8,355-80.3% | $1,942-15.1% |