Filed June 26, 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 | $113,082 | $49,173+130.0% | $121,098-6.6% | $75,163+50.4% |
| Participation rate | 89.3% | 55.4%+33.9pp | 69.5%+19.8pp | 67.2%+22.1pp |
| Annual return | 14.37% | 55.99%-41.6pp | 985.75%-971.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,126 | $1,546+102.2% | $4,164-24.9% | $2,670+17.1% |
| Participant deferral / active EE | $5,545 | $2,628+111.0% | $4,080+35.9% | $4,125+34.4% |
| Admin fee / account holder | $4,286 | $3,942+8.7% | $5,644-24.1% | $5,651-24.2% |