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 | $109,162 | $110,094-0.8% | $151,611-28.0% | $68,494+59.4% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -23.93% | -10.12%-13.8pp | 3.33%-27.3pp | -7.84%-16.1pp |
| Employer contribution / active EE | $7,945 | $4,471+77.7% | $6,166+28.9% | $2,596+206.0% |
| Participant deferral / active EE | $3,445 | $6,527-47.2% | $8,363-58.8% | $4,027-14.4% |
| Admin fee / account holder | $8,255 | $7,719+7.0% | $11,616-28.9% | $5,403+52.8% |