Filed December 22, 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 6-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 | $148,108 | $159,602-7.2% | $150,045-1.3% | $142,382+4.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 17.33% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,150 | $4,961+24.0% | $4,693+31.0% | $4,299+43.1% |
| Participant deferral / active EE | $11,160 | $8,310+34.3% | $7,997+39.5% | $6,507+71.5% |
| Admin fee / account holder | $14,834 | $14,846-0.1% | $13,435+10.4% | $12,624+17.5% |