Filed August 31, 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 | $128,045 | $81,460+57.2% | $103,333+23.9% | $80,856+58.4% |
| Participation rate | 74.5% | 66.8%+7.6pp | 74.5%0pp | 67.6%+6.8pp |
| Annual return | 23.79% | 25.55%-1.8pp | 24.88%-1.1pp | 35.59%-11.8pp |
| Employer contribution / active EE | $3,180 | $3,105+2.4% | $3,868-17.8% | $2,755+15.4% |
| Participant deferral / active EE | $8,601 | $3,869+122.3% | $5,057+70.1% | $4,296+100.2% |
| Admin fee / account holder | $2,774 | $6,566-57.8% | $8,355-66.8% | $6,918-59.9% |