Filed October 24, 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 | $91,747 | $138,347-33.7% | $184,203-50.2% | $80,856+13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.34% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,774 | $4,850-1.6% | $6,427-25.7% | $2,755+73.3% |
| Participant deferral / active EE | $9,354 | $7,071+32.3% | $9,131+2.4% | $4,296+117.8% |
| Admin fee / account holder | $7,611 | $10,483-27.4% | $13,901-45.2% | $6,918+10.0% |