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 | $398,639 | $72,012+453.6% | $185,823+114.5% | $79,858+399.2% |
| Participation rate | 97.7% | 65.8%+32.0pp | 78.0%+19.7pp | 69.6%+28.1pp |
| Annual return | 17.42% | 23.12%-5.7pp | 35.95%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $14,135 | $1,965+619.5% | $4,087+245.8% | $2,471+472.1% |
| Participant deferral / active EE | $12,649 | $3,779+234.8% | $5,632+124.6% | $3,740+238.2% |
| Admin fee / account holder | $24,790 | $4,513+449.4% | $9,500+160.9% | $5,306+367.2% |