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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,323 | $58,208-59.9% | $81,812-71.5% | $80,856-71.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 22.93% | 41.66%-18.7pp | 773.79%-750.9pp | 35.59%-12.7pp |
| Employer contribution / active EE | $2,313 | $2,340-1.2% | $2,912-20.6% | $2,755-16.0% |
| Participant deferral / active EE | $2,349 | $3,281-28.4% | $4,319-45.6% | $4,296-45.3% |
| Admin fee / account holder | $6,377 | $4,981+28.0% | $7,386-13.7% | $6,918-7.8% |