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 | $153,414 | $137,414+11.6% | $189,513-19.0% | $85,850+78.7% |
| Participation rate | 83.3% | 84.6%-1.3pp | 87.8%-4.5pp | 69.3%+14.0pp |
| Annual return | 16.04% | 38.14%-22.1pp | 555.15%-539.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,975 | $4,344-54.5% | $6,162-67.9% | $2,565-23.0% |
| Participant deferral / active EE | $4,219 | $6,260-32.6% | $8,221-48.7% | $3,952+6.8% |
| Admin fee / account holder | $2,191 | $8,630-74.6% | $12,045-81.8% | $6,260-65.0% |