Filed March 23, 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 | $111,971 | $80,724+38.7% | $103,333+8.4% | $74,495+50.3% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.3pp |
| Annual return | 12.50% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,360 | $3,157+38.1% | $3,868+12.7% | $2,623+66.2% |
| Participant deferral / active EE | $8,999 | $3,860+133.1% | $5,057+77.9% | $4,346+107.1% |
| Admin fee / account holder | $3,199 | $2,368+35.1% | $8,355-61.7% | $1,942+64.8% |