Filed October 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 | $153,398 | $110,094+39.3% | $151,611+1.2% | $68,494+124.0% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -14.84% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,785 | $4,471+7.0% | $6,166-22.4% | $2,596+84.3% |
| Participant deferral / active EE | $8,903 | $6,527+36.4% | $8,363+6.5% | $4,027+121.1% |
| Admin fee / account holder | $10,742 | $7,719+39.2% | $11,616-7.5% | $5,403+98.8% |