Filed November 14, 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 | $113,201 | $148,978-24.0% | $200,582-43.6% | $84,808+33.5% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 15.13% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,253 | $4,815-11.7% | $6,419-33.7% | $2,631+61.7% |
| Participant deferral / active EE | $9,921 | $7,142+38.9% | $9,331+6.3% | $4,212+135.6% |
| Admin fee / account holder | $1,004 | $13,977-92.8% | $16,305-93.8% | $7,344-86.3% |