Filed April 5, 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 | $107,725 | $160,055-32.7% | $140,016-23.1% | $135,375-20.4% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -4.33% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,065 | $6,420-52.3% | $5,606-45.3% | $4,779-35.9% |
| Participant deferral / active EE | $6,736 | $7,642-11.8% | $6,927-2.8% | $5,609+20.1% |
| Admin fee / account holder | $25,613 | $13,328+92.2% | $10,705+139.3% | $10,827+136.6% |