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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,306 | $94,529-24.6% | $140,016-49.1% | $64,186+11.1% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -4.86% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,550 | $3,812+45.6% | $5,606-1.0% | $2,381+133.1% |
| Participant deferral / active EE | $3,153 | $5,250-39.9% | $6,927-54.5% | $3,470-9.1% |
| Admin fee / account holder | $5,357 | $6,741-20.5% | $10,705-50.0% | $4,888+9.6% |