Filed December 15, 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 | $71,889 | $74,927-4.1% | $101,794-29.4% | $84,808-15.2% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 15.71% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,338 | $1,522+53.6% | $2,289+2.2% | $2,631-11.1% |
| Participant deferral / active EE | $6,495 | $3,099+109.6% | $4,084+59.0% | $4,212+54.2% |
| Admin fee / account holder | $19,740 | $6,514+203.1% | $8,777+124.9% | $7,344+168.8% |