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 | $202,874 | $138,347+46.6% | $184,203+10.1% | $80,856+150.9% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $10,867 | $4,850+124.0% | $6,427+69.1% | $2,755+294.5% |
| Participant deferral / active EE | $18,465 | $7,071+161.1% | $9,131+102.2% | $4,296+329.8% |
| Admin fee / account holder | $17,521 | $10,483+67.1% | $13,901+26.0% | $6,918+153.3% |