Filed February 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,484 | $125,758+41.9% | $169,993+5.0% | $75,163+137.5% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.0%+10.1pp | 67.2%+30.0pp |
| Annual return | 18.50% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $7,023 | $4,615+52.2% | $6,785+3.5% | $2,670+163.1% |
| Participant deferral / active EE | $15,961 | $6,837+133.4% | $10,408+53.4% | $4,125+286.9% |
| Admin fee / account holder | $9,720 | $8,173+18.9% | $12,815-24.2% | $5,651+72.0% |