Filed March 25, 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 | $56,402 | $74,888-24.7% | $71,209-20.8% | $142,382-60.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 7.27% | 345.14%-337.9pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,461 | $2,854+21.2% | $2,721+27.2% | $4,299-19.5% |
| Participant deferral / active EE | $11,529 | $4,454+158.8% | $4,175+176.1% | $6,507+77.2% |
| Admin fee / account holder | $36,313 | $5,568+552.1% | $5,349+578.9% | $12,624+187.7% |