Filed February 13, 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 | $84,634 | $148,978-43.2% | $200,582-57.8% | $84,808-0.2% |
| Participation rate | 84.4% | 84.2%+0.1pp | 86.9%-2.5pp | 68.3%+16.1pp |
| Annual return | 27.45% | 28.16%-0.7pp | 42.33%-14.9pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,800 | $4,815-41.8% | $6,419-56.4% | $2,631+6.4% |
| Participant deferral / active EE | $6,559 | $7,142-8.2% | $9,331-29.7% | $4,212+55.7% |
| Admin fee / account holder | $9,872 | $13,977-29.4% | $16,305-39.5% | $7,344+34.4% |