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 | $20,228 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 9.49% | 345.14%-335.7pp | 282.51%-273.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,373 | $2,854+18.2% | $2,721+24.0% | $4,299-21.5% |
| Participant deferral / active EE | $2,514 | $4,454-43.6% | $4,175-39.8% | $6,507-61.4% |
| Admin fee / account holder | $6,431 | $5,568+15.5% | $5,349+20.2% | $12,624-49.1% |