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 | $67,460 | $167,484-59.7% | $151,611-55.5% | $134,475-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.10% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,037 | $6,829-55.5% | $6,166-50.7% | $4,740-35.9% |
| Participant deferral / active EE | $9,251 | $8,986+3.0% | $8,363+10.6% | $6,400+44.6% |
| Admin fee / account holder | $32,925 | $13,783+138.9% | $11,616+183.4% | $11,426+188.2% |