Filed September 27, 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 | $49,404 | $137,414-64.0% | $189,513-73.9% | $85,850-42.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.08% | 38.14%-19.1pp | 555.15%-536.1pp | 318.53%-299.5pp |
| Employer contribution / active EE | $4,204 | $4,344-3.2% | $6,162-31.8% | $2,565+63.9% |
| Participant deferral / active EE | $9,816 | $6,260+56.8% | $8,221+19.4% | $3,952+148.4% |
| Admin fee / account holder | $4,816 | $8,630-44.2% | $12,045-60.0% | $6,260-23.1% |