Filed November 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 | $119,620 | $65,376+83.0% | $87,100+37.3% | $65,185+83.5% |
| Participation rate | 89.2% | 75.3%+13.9pp | 76.9%+12.3pp | 70.2%+19.0pp |
| Annual return | 42.22% | 31.27%+10.9pp | 28.19%+14.0pp | 29.38%+12.8pp |
| Employer contribution / active EE | $7,537 | $1,822+313.6% | $2,521+198.9% | $2,177+246.3% |
| Participant deferral / active EE | $6,203 | $3,388+83.1% | $4,049+53.2% | $3,514+76.5% |
| Admin fee / account holder | $3,891 | $520+648.6% | $7,497-48.1% | $847+359.3% |