Filed January 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,860 | $82,664+38.9% | $125,339-8.4% | $68,494+67.7% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -21.47% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $4,334 | $3,381+28.2% | $4,814-10.0% | $2,596+66.9% |
| Participant deferral / active EE | $9,466 | $6,110+54.9% | $7,446+27.1% | $4,027+135.1% |
| Admin fee / account holder | $42,541 | $6,275+577.9% | $10,010+325.0% | $5,403+687.4% |