Filed August 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,080 | $95,803+45.2% | $113,168+22.9% | $84,808+64.0% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 10.27% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,981 | $2,360-16.0% | $2,975-33.4% | $2,631-24.7% |
| Participant deferral / active EE | $5,907 | $4,242+39.2% | $5,107+15.7% | $4,212+40.2% |
| Admin fee / account holder | $5,681 | $8,989-36.8% | $12,068-52.9% | $7,344-22.6% |