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 | $171,138 | $125,758+36.1% | $169,993+0.7% | $75,163+127.7% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 14.94% | 27.20%-12.3pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,799 | $4,615+4.0% | $6,785-29.3% | $2,670+79.8% |
| Participant deferral / active EE | $9,403 | $6,837+37.5% | $10,408-9.7% | $4,125+128.0% |
| Admin fee / account holder | $6,692 | $8,173-18.1% | $12,815-47.8% | $5,651+18.4% |