Filed April 10, 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 | $23,086 | $135,952-83.0% | $123,892-81.4% | $273,961-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 81.87% | 56.63%+25.2pp | 47.52%+34.4pp | 41.45%+40.4pp |
| Employer contribution / active EE | $16,293 | $5,170+215.2% | $4,617+252.9% | $4,869+234.6% |
| Participant deferral / active EE | $74,491 | $6,343+1074.4% | $5,984+1144.8% | $5,287+1308.9% |
| Admin fee / account holder | $3,734 | $9,817-62.0% | $8,357-55.3% | $10,132-63.1% |