Filed February 7, 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 | $80,350 | $107,934-25.6% | $91,989-12.7% | $152,861-47.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.64% | 89.24%-66.6pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,512 | $4,210+7.2% | $3,452+30.7% | $4,762-5.2% |
| Participant deferral / active EE | $13,705 | $6,364+115.3% | $5,923+131.4% | $5,850+134.3% |
| Admin fee / account holder | $17,686 | $10,520+68.1% | $7,743+128.4% | $11,596+52.5% |