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 | $125,460 | $110,094+14.0% | $151,611-17.2% | $68,494+83.2% |
| Participation rate | 84.2% | 84.0%+0.2pp | 87.5%-3.3pp | 67.9%+16.3pp |
| Annual return | -16.96% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,723 | $4,471-16.7% | $6,166-39.6% | $2,596+43.4% |
| Participant deferral / active EE | $8,435 | $6,527+29.2% | $8,363+0.9% | $4,027+109.4% |
| Admin fee / account holder | $24,068 | $7,719+211.8% | $11,616+107.2% | $5,403+345.5% |