Filed June 7, 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 3-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 | $166,837 | $89,753+85.9% | $107,525+55.2% | $84,808+96.7% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 24.62% | 29.48%-4.9pp | 181.32%-156.7pp | 40.90%-16.3pp |
| Employer contribution / active EE | $8,688 | $3,113+179.1% | $3,754+131.5% | $2,631+230.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,789 | $7,222-47.5% | $8,919-57.5% | $7,344-48.4% |