Filed April 11, 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 | $171,254 | $86,286+98.5% | $111,297+53.9% | $85,850+99.5% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 12.67% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,981 | $2,043+45.9% | $2,731+9.2% | $2,565+16.2% |
| Participant deferral / active EE | $6,177 | $3,641+69.7% | $4,487+37.7% | $3,952+56.3% |
| Admin fee / account holder | $7,671 | $8,188-6.3% | $7,964-3.7% | $6,260+22.5% |