Filed March 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 10-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 | $110,069 | $89,753+22.6% | $107,525+2.4% | $84,808+29.8% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 15.10% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,279 | $3,113+101.7% | $3,754+67.3% | $2,631+138.6% |
| Participant deferral / active EE | $3,547 | $4,056-12.5% | $5,116-30.7% | $4,212-15.8% |
| Admin fee / account holder | $6,095 | $7,222-15.6% | $8,919-31.7% | $7,344-17.0% |