Filed October 3, 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 7-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 | $186,837 | $137,414+36.0% | $189,513-1.4% | $85,850+117.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.50% | 38.14%-20.6pp | 555.15%-537.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $19,563 | $4,344+350.3% | $6,162+217.5% | $2,565+662.7% |
| Participant deferral / active EE | $16,349 | $6,260+161.2% | $8,221+98.9% | $3,952+313.7% |
| Admin fee / account holder | $16,678 | $8,630+93.3% | $12,045+38.5% | $6,260+166.4% |