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 | $55,356 | $183,963-69.9% | $162,163-65.9% | $152,861-63.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.94% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,478 | $6,371-61.1% | $5,614-55.9% | $4,762-48.0% |
| Participant deferral / active EE | $7,164 | $8,034-10.8% | $7,298-1.8% | $5,850+22.5% |
| Admin fee / account holder | $4,483 | $13,121-65.8% | $10,843-58.7% | $11,596-61.3% |