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 | $173,126 | $91,190+89.9% | $178,490-3.0% | $79,858+116.8% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 14.82% | 24.19%-9.4pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $8,390 | $3,256+157.7% | $5,011+67.4% | $2,471+239.6% |
| Participant deferral / active EE | $4,149 | $3,236+28.2% | $5,202-20.2% | $3,740+10.9% |
| Admin fee / account holder | $37,128 | $6,751+450.0% | $13,984+165.5% | $5,306+599.7% |