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 | $38,821 | $59,805-35.1% | $79,550-51.2% | $68,494-43.3% |
| Participation rate | 80.4% | 61.1%+19.3pp | 69.5%+10.9pp | 67.9%+12.5pp |
| Annual return | -18.43% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,793 | $1,505+19.1% | $2,413-25.7% | $2,596-31.0% |
| Participant deferral / active EE | $4,871 | $3,024+61.0% | $3,985+22.2% | $4,027+20.9% |
| Admin fee / account holder | $1,035 | $4,835-78.6% | $6,832-84.9% | $5,403-80.8% |