Filed January 18, 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 | $129,502 | $95,803+35.2% | $113,168+14.4% | $84,808+52.7% |
| Participation rate | 91.5% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.2pp |
| Annual return | 27.24% | 25.00%+2.2pp | 24.27%+3.0pp | 40.90%-13.7pp |
| Employer contribution / active EE | $2,611 | $2,360+10.7% | $2,975-12.2% | $2,631-0.7% |
| Participant deferral / active EE | $7,835 | $4,242+84.7% | $5,107+53.4% | $4,212+86.0% |
| Admin fee / account holder | $26,156 | $8,989+191.0% | $12,068+116.7% | $7,344+256.2% |