Filed December 2, 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 | $30,407 | $89,355-66.0% | $141,162-78.5% | $72,985-58.3% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 26.98% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,653 | $3,114-14.8% | $4,735-44.0% | $2,440+8.7% |
| Participant deferral / active EE | $4,138 | $5,418-23.6% | $6,709-38.3% | $3,607+14.7% |
| Admin fee / account holder | $882 | $5,958-85.2% | $10,261-91.4% | $5,124-82.8% |