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 | $101,131 | $148,978-32.1% | $200,582-49.6% | $84,808+19.2% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 15.98% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,346 | $4,815-9.8% | $6,419-32.3% | $2,631+65.2% |
| Participant deferral / active EE | $9,478 | $7,142+32.7% | $9,331+1.6% | $4,212+125.0% |
| Admin fee / account holder | $4,199 | $13,977-70.0% | $16,305-74.2% | $7,344-42.8% |