Filed April 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,966 | $82,664-43.2% | $125,339-62.5% | $68,494-31.4% |
| Participation rate | 84.5% | 75.0%+9.5pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -20.28% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,997 | $3,381-11.4% | $4,814-37.7% | $2,596+15.4% |
| Participant deferral / active EE | $7,723 | $6,110+26.4% | $7,446+3.7% | $4,027+91.8% |
| Admin fee / account holder | $3,514 | $6,275-44.0% | $10,010-64.9% | $5,403-35.0% |