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 | $337,520 | $69,010+389.1% | $159,960+111.0% | $68,494+392.8% |
| Participation rate | 92.5% | 65.4%+27.1pp | 78.0%+14.5pp | 67.9%+24.6pp |
| Annual return | -17.76% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $15,726 | $2,213+610.5% | $4,226+272.1% | $2,596+505.7% |
| Participant deferral / active EE | $15,453 | $4,212+266.9% | $6,182+149.9% | $4,027+283.7% |
| Admin fee / account holder | $48,369 | $4,798+908.1% | $8,698+456.1% | $5,403+795.3% |