Filed May 12, 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 4-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 | $65,443 | $48,795+34.1% | $65,493-0.1% | $84,808-22.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 23.51% | 20.20%+3.3pp | 982.45%-958.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $11,124 | $1,930+476.4% | $2,574+332.1% | $2,631+322.8% |
| Participant deferral / active EE | $5,953 | $2,928+103.3% | $3,961+50.3% | $4,212+41.4% |
| Admin fee / account holder | $3,326 | $3,877-14.2% | $5,028-33.9% | $7,344-54.7% |