Filed January 26, 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 | $41,446 | $140,588-70.5% | $123,104-66.3% | $125,391-66.9% |
| Participation rate | 92.9% | 88.2%+4.7pp | 86.8%+6.1pp | 83.2%+9.7pp |
| Annual return | -3.17% | 16.80%-20.0pp | 13.22%-16.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,767 | $6,041-70.8% | $5,151-65.7% | $4,866-63.7% |
| Participant deferral / active EE | $5,011 | $6,980-28.2% | $6,230-19.6% | $5,352-6.4% |
| Admin fee / account holder | $802 | $11,198-92.8% | $9,015-91.1% | $9,540-91.6% |