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 | $44,114 | $87,013-49.3% | $106,213-58.5% | $80,856-45.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.6%+25.5pp |
| Annual return | 38.17% | 17.05%+21.1pp | 116.14%-78.0pp | 35.59%+2.6pp |
| Employer contribution / active EE | $3,226 | $2,395+34.7% | $3,171+1.7% | $2,755+17.1% |
| Participant deferral / active EE | $5,405 | $3,986+35.6% | $5,016+7.8% | $4,296+25.8% |
| Admin fee / account holder | $4,959 | $8,431-41.2% | $11,033-55.1% | $6,918-28.3% |