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 | $206,897 | $185,822+11.3% | $169,993+21.7% | $139,434+48.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.58% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $5,877 | $7,590-22.6% | $6,785-13.4% | $4,751+23.7% |
| Participant deferral / active EE | $14,044 | $11,622+20.8% | $10,408+34.9% | $6,710+109.3% |
| Admin fee / account holder | $2,366 | $15,381-84.6% | $12,815-81.5% | $11,403-79.2% |