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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,272 | $100,041-21.8% | $149,718-47.7% | $70,131+11.6% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 19.44% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,263 | $3,662+43.7% | $5,445-3.3% | $2,342+124.7% |
| Participant deferral / active EE | $2,074 | $4,983-58.4% | $6,569-68.4% | $3,332-37.8% |
| Admin fee / account holder | $2,638 | $8,286-68.2% | $11,283-76.6% | $4,645-43.2% |