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 | $37,221 | $98,750-62.3% | $149,696-75.1% | $79,858-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.42% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,308 | $3,216+2.8% | $4,644-28.8% | $2,471+33.9% |
| Participant deferral / active EE | $4,853 | $5,680-14.6% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $6,140 | $6,053+1.4% | $9,309-34.0% | $5,306+15.7% |