Filed December 9, 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 | $101,752 | $109,817-7.3% | $98,442+3.4% | $167,490-39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.24% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $13,772 | $3,224+327.2% | $2,960+365.3% | $4,837+184.7% |
| Participant deferral / active EE | $12,188 | $4,673+160.8% | $4,276+185.0% | $6,341+92.2% |
| Admin fee / account holder | $994 | $6,753-85.3% | $5,949-83.3% | $12,309-91.9% |