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 | $31,854 | $111,754-71.5% | $103,333-69.2% | $145,922-78.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 45.56% | 24.77%+20.8pp | 24.88%+20.7pp | 561.29%-515.7pp |
| Employer contribution / active EE | $3,808 | $4,212-9.6% | $3,868-1.5% | $4,660-18.3% |
| Participant deferral / active EE | $7,720 | $5,619+37.4% | $5,057+52.6% | $6,688+15.4% |
| Admin fee / account holder | $3,695 | $9,750-62.1% | $8,355-55.8% | $13,397-72.4% |