Filed March 31, 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 | $152,987 | $78,422+95.1% | $95,952+59.4% | $79,858+91.6% |
| Participation rate | 99.0% | 73.5%+25.5pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 14.24% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,270 | $1,945+68.1% | $2,541+28.7% | $2,471+32.3% |
| Participant deferral / active EE | $4,806 | $3,440+39.7% | $4,167+15.3% | $3,740+28.5% |
| Admin fee / account holder | $5,674 | $5,622+0.9% | $6,795-16.5% | $5,306+6.9% |