Filed November 30, 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 | $105,205 | $86,332+21.9% | $125,175-16.0% | $65,185+61.4% |
| Participation rate | 94.1% | 75.3%+18.8pp | 79.8%+14.3pp | 70.2%+23.9pp |
| Annual return | 27.15% | 27.43%-0.3pp | 43.79%-16.6pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,908 | $2,040-6.4% | $3,865-50.6% | $2,177-12.3% |
| Participant deferral / active EE | $4,397 | $3,537+24.3% | $4,937-10.9% | $3,514+25.1% |
| Admin fee / account holder | $4,403 | $609+622.8% | $9,702-54.6% | $847+419.8% |