Filed February 16, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,644 | $56,484+407.5% | $169,463+69.1% | $64,186+346.6% |
| Participation rate | 95.3% | 64.5%+30.8pp | 77.8%+17.6pp | 69.6%+25.8pp |
| Annual return | -6.09% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $13,169 | $1,832+618.6% | $4,159+216.6% | $2,381+453.1% |
| Participant deferral / active EE | $11,182 | $3,448+224.3% | $5,277+111.9% | $3,470+222.3% |
| Admin fee / account holder | $5,488 | $4,174+31.5% | $9,109-39.8% | $4,888+12.3% |