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 | $132,196 | $86,944+52.0% | $107,525+22.9% | $74,304+77.9% |
| Participation rate | 71.6% | 59.6%+12.0pp | 75.1%-3.5pp | 60.3%+11.2pp |
| Annual return | 15.79% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $6,637 | $2,757+140.8% | $3,754+76.8% | $2,241+196.1% |
| Participant deferral / active EE | $8,898 | $3,554+150.4% | $5,116+73.9% | $3,767+136.2% |
| Admin fee / account holder | $14,505 | $3,727+289.2% | $8,919+62.6% | $2,969+388.6% |