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 | $79,028 | $60,349+31.0% | $74,183+6.5% | $62,891+25.7% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 2.44% | 21.37%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,369 | $1,680-18.5% | $2,370-42.3% | $2,281-40.0% |
| Participant deferral / active EE | $3,863 | $2,856+35.2% | $3,550+8.8% | $3,203+20.6% |
| Admin fee / account holder | $1,991 | $4,261-53.3% | $5,586-64.4% | $4,296-53.6% |