Filed January 4, 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 | $180,504 | $209,832-14.0% | $189,513-4.8% | $167,490+7.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.33% | 748.27%-725.9pp | 555.15%-532.8pp | 478.56%-456.2pp |
| Employer contribution / active EE | $4,047 | $6,914-41.5% | $6,162-34.3% | $4,837-16.3% |
| Participant deferral / active EE | $8,445 | $8,935-5.5% | $8,221+2.7% | $6,341+33.2% |
| Admin fee / account holder | $450 | $14,293-96.9% | $12,045-96.3% | $12,309-96.3% |