Filed January 19, 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 | $107,755 | $60,124+79.2% | $90,404+19.2% | $79,858+34.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 27.77% | 71.94%-44.2pp | 1293.02%-1265.2pp | 31.71%-3.9pp |
| Employer contribution / active EE | $4,902 | $2,068+137.1% | $3,262+50.3% | $2,471+98.4% |
| Participant deferral / active EE | $5,618 | $2,938+91.2% | $3,963+41.7% | $3,740+50.2% |
| Admin fee / account holder | $889 | $3,976-77.6% | $5,611-84.2% | $5,306-83.2% |