Filed August 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,599 | $89,753+195.9% | $107,525+147.0% | $84,808+213.2% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.8pp |
| Annual return | 13.54% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $7,273 | $3,113+133.6% | $3,754+93.8% | $2,631+176.4% |
| Participant deferral / active EE | $12,161 | $4,056+199.8% | $5,116+137.7% | $4,212+188.8% |
| Admin fee / account holder | $7,780 | $7,222+7.7% | $8,919-12.8% | $7,344+5.9% |