Filed January 26, 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 | $19,293 | $106,515-81.9% | $96,683-80.0% | $139,434-86.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 64.99% | 38.43%+26.6pp | 35.69%+29.3pp | 372.94%-307.9pp |
| Employer contribution / active EE | $2,387 | $4,103-41.8% | $3,737-36.1% | $4,751-49.8% |
| Participant deferral / active EE | $6,453 | $5,454+18.3% | $4,878+32.3% | $6,710-3.8% |
| Admin fee / account holder | $817 | $7,877-89.6% | $6,730-87.9% | $11,403-92.8% |