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 | $196,714 | $86,929+126.3% | $102,423+92.1% | $80,856+143.3% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 13.68% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,615 | $2,369+94.8% | $3,023+52.6% | $2,755+67.5% |
| Participant deferral / active EE | $7,406 | $4,118+79.8% | $5,053+46.6% | $4,296+72.4% |
| Admin fee / account holder | $2,705 | $8,049-66.4% | $9,451-71.4% | $6,918-60.9% |