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 5-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 | $103,085 | $73,933+39.4% | $96,683+6.6% | $75,163+37.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 28.47% | 26.70%+1.8pp | 35.69%-7.2pp | 160.62%-132.1pp |
| Employer contribution / active EE | $7,000 | $2,928+139.1% | $3,737+87.3% | $2,670+162.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,975 | $5,216-62.1% | $6,730-70.6% | $5,651-65.0% |