Filed May 2, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,291 | $83,902+237.6% | $167,512+69.1% | $84,808+234.0% |
| Participation rate | 72.7% | 66.5%+6.3pp | 77.1%-4.3pp | 68.3%+4.4pp |
| Annual return | 8.74% | 91.55%-82.8pp | 1615.79%-1607.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,719 | $2,264-24.1% | $3,882-55.7% | $2,631-34.7% |
| Participant deferral / active EE | $7,402 | $4,442+66.6% | $6,405+15.6% | $4,212+75.8% |
| Admin fee / account holder | $32,717 | $7,915+313.3% | $9,769+234.9% | $7,344+345.5% |