Filed January 6, 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 | $52,507 | $159,901-67.2% | $146,958-64.3% | $145,922-64.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,093 | $5,286-3.7% | $4,933+3.2% | $4,660+9.3% |
| Participant deferral / active EE | $8,579 | $8,428+1.8% | $8,070+6.3% | $6,688+28.3% |
| Admin fee / account holder | $2,015 | $15,044-86.6% | $12,998-84.5% | $13,397-85.0% |