Filed May 31, 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 8-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 | $64,229 | $80,673-20.4% | $101,326-36.6% | $84,808-24.3% |
| Participation rate | 90.4% | 77.8%+12.6pp | 81.5%+8.9pp | 68.3%+22.1pp |
| Annual return | 20.64% | 38.95%-18.3pp | 36.82%-16.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $490 | $2,698-81.8% | $3,665-86.6% | $2,631-81.4% |
| Participant deferral / active EE | $4,553 | $6,840-33.4% | $7,994-43.0% | $4,212+8.1% |
| Admin fee / account holder | $2,288 | $12,784-82.1% | $11,185-79.5% | $7,344-68.8% |