Filed February 7, 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 | $66,859 | $85,766-22.0% | $136,294-50.9% | $70,131-4.7% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 14.56% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,757 | $2,966+26.7% | $4,695-20.0% | $2,342+60.4% |
| Participant deferral / active EE | $8,013 | $5,051+58.6% | $6,247+28.3% | $3,332+140.5% |
| Admin fee / account holder | $1,777 | $5,420-67.2% | $9,243-80.8% | $4,645-61.7% |