Filed October 14, 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 5-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 | $31,764 | $81,248-60.9% | $155,509-79.6% | $80,856-60.7% |
| Participation rate | 97.0% | 66.2%+30.8pp | 78.2%+18.8pp | 67.6%+29.4pp |
| Annual return | 30.65% | 33.31%-2.7pp | 64.67%-34.0pp | 35.59%-4.9pp |
| Employer contribution / active EE | $2,816 | $3,100-9.2% | $4,672-39.7% | $2,755+2.2% |
| Participant deferral / active EE | $4,873 | $3,452+41.2% | $5,626-13.4% | $4,296+13.4% |
| Admin fee / account holder | $2,670 | $7,997-66.6% | $15,912-83.2% | $6,918-61.4% |