Filed April 13, 2023
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 | $56,598 | $54,350+4.1% | $82,719-31.6% | $68,494-17.4% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -17.38% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,669 | $2,218+65.4% | $3,009+21.9% | $2,596+41.3% |
| Participant deferral / active EE | $8,710 | $3,246+168.3% | $4,395+98.2% | $4,027+116.3% |
| Admin fee / account holder | $12,857 | $4,395+192.5% | $5,329+141.3% | $5,403+138.0% |