Filed December 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,361 | $148,978+44.6% | $200,582+7.4% | $84,808+153.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.13% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $8,164 | $4,815+69.5% | $6,419+27.2% | $2,631+210.3% |
| Participant deferral / active EE | $4,833 | $7,142-32.3% | $9,331-48.2% | $4,212+14.8% |
| Admin fee / account holder | $9,436 | $13,977-32.5% | $16,305-42.1% | $7,344+28.5% |