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 | $347,281 | $65,395+431.1% | $182,532+90.3% | $72,985+375.8% |
| Participation rate | 97.7% | 65.4%+32.3pp | 78.0%+19.8pp | 69.5%+28.2pp |
| Annual return | 23.08% | 27.68%-4.6pp | 148.54%-125.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $14,380 | $1,911+652.4% | $4,076+252.8% | $2,440+489.4% |
| Participant deferral / active EE | $12,839 | $3,563+260.4% | $5,524+132.4% | $3,607+255.9% |
| Admin fee / account holder | $2,236 | $4,245-47.3% | $8,592-74.0% | $5,124-56.4% |