Filed March 29, 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 | $159,168 | $74,927+112.4% | $101,794+56.4% | $84,808+87.7% |
| Participation rate | 81.7% | 61.4%+20.3pp | 69.2%+12.5pp | 68.3%+13.4pp |
| Annual return | 14.07% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,058 | $1,522-30.5% | $2,289-53.8% | $2,631-59.8% |
| Participant deferral / active EE | $10,581 | $3,099+241.4% | $4,084+159.1% | $4,212+151.2% |
| Admin fee / account holder | $16,507 | $6,514+153.4% | $8,777+88.1% | $7,344+124.8% |