Filed January 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,313 | $57,281-61.0% | $86,612-74.2% | $75,163-70.3% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 11.31% | 2670.75%-2659.4pp | 591.07%-579.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,897 | $2,314-18.0% | $3,022-37.2% | $2,670-28.9% |
| Participant deferral / active EE | $3,007 | $3,318-9.4% | $4,438-32.2% | $4,125-27.1% |
| Admin fee / account holder | $6,503 | $4,112+58.2% | $5,614+15.8% | $5,651+15.1% |