Filed August 18, 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 | $83,361 | $73,867+12.9% | $143,757-42.0% | $68,494+21.7% |
| Participation rate | 79.2% | 66.7%+12.5pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,208 | $3,184+0.7% | $4,951-35.2% | $2,596+23.6% |
| Participant deferral / active EE | $6,994 | $3,384+106.6% | $5,637+24.1% | $4,027+73.7% |
| Admin fee / account holder | $3,025 | $5,755-47.4% | $14,673-79.4% | $5,403-44.0% |