Filed January 24, 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 5-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 | $128,845 | $138,347-6.9% | $184,203-30.1% | $80,856+59.4% |
| Participation rate | 73.2% | 83.9%-10.7pp | 86.8%-13.6pp | 67.6%+5.5pp |
| Annual return | 18.61% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,840 | $4,850-62.1% | $6,427-71.4% | $2,755-33.2% |
| Participant deferral / active EE | $4,257 | $7,071-39.8% | $9,131-53.4% | $4,296-0.9% |
| Admin fee / account holder | $10,386 | $10,483-0.9% | $13,901-25.3% | $6,918+50.1% |