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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,491 | $93,571+52.3% | $135,903+4.8% | $75,163+89.6% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 20.80% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,880 | $3,537+38.0% | $4,856+0.5% | $2,670+82.8% |
| Participant deferral / active EE | $11,035 | $6,404+72.3% | $7,758+42.2% | $4,125+167.5% |
| Admin fee / account holder | $20,805 | $6,975+198.3% | $10,762+93.3% | $5,651+268.2% |