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 | $70,462 | $185,822-62.1% | $169,993-58.5% | $139,434-49.5% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 12.61% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,131 | $7,590-71.9% | $6,785-68.6% | $4,751-55.2% |
| Participant deferral / active EE | $7,130 | $11,622-38.7% | $10,408-31.5% | $6,710+6.3% |
| Admin fee / account holder | $38,176 | $15,381+148.2% | $12,815+197.9% | $11,403+234.8% |