Filed November 10, 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 | $181,580 | $76,000+138.9% | $154,107+17.8% | $64,186+182.9% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $9,409 | $3,351+180.8% | $5,298+77.6% | $2,381+295.2% |
| Participant deferral / active EE | $4,532 | $3,175+42.7% | $5,081-10.8% | $3,470+30.6% |
| Admin fee / account holder | $4,206 | $5,596-24.8% | $13,411-68.6% | $4,888-14.0% |