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 | $91,718 | $167,484-45.2% | $151,611-39.5% | $134,475-31.8% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -15.91% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,310 | $6,829-66.2% | $6,166-62.5% | $4,740-51.3% |
| Participant deferral / active EE | $6,940 | $8,986-22.8% | $8,363-17.0% | $6,400+8.4% |
| Admin fee / account holder | $24,550 | $13,783+78.1% | $11,616+111.3% | $11,426+114.9% |