Filed April 19, 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 4-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,953 | $148,978+75.8% | $200,582+30.6% | $84,808+208.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.00% | 28.16%-6.2pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $15,713 | $4,815+226.3% | $6,419+144.8% | $2,631+497.2% |
| Participant deferral / active EE | $15,290 | $7,142+114.1% | $9,331+63.9% | $4,212+263.1% |
| Admin fee / account holder | $3,162 | $13,977-77.4% | $16,305-80.6% | $7,344-56.9% |