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 | $179,201 | $102,317+75.1% | $146,958+21.9% | $80,856+121.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,130 | $3,713+38.2% | $4,933+4.0% | $2,755+86.2% |
| Participant deferral / active EE | $11,728 | $6,644+76.5% | $8,070+45.3% | $4,296+173.0% |
| Admin fee / account holder | $29,499 | $7,941+271.5% | $12,998+126.9% | $6,918+326.4% |