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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,124 | $70,669+173.3% | $169,368+14.0% | $75,163+156.9% |
| Participation rate | 82.8% | 64.8%+18.0pp | 77.1%+5.7pp | 67.2%+15.6pp |
| Annual return | 11.23% | 36.36%-25.1pp | 405.60%-394.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,772 | $2,211-19.8% | $4,013-55.8% | $2,670-33.6% |
| Participant deferral / active EE | $7,907 | $4,311+83.4% | $6,221+27.1% | $4,125+91.7% |
| Admin fee / account holder | $20,401 | $5,402+277.6% | $9,003+126.6% | $5,651+261.0% |