Filed May 3, 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 9-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 | $110,821 | $183,519-39.6% | $155,509-28.7% | $145,922-24.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,414 | $5,313-54.6% | $4,672-48.3% | $4,660-48.2% |
| Participant deferral / active EE | $3,369 | $6,462-47.9% | $5,626-40.1% | $6,688-49.6% |
| Admin fee / account holder | $2,615 | $19,313-86.5% | $15,912-83.6% | $13,397-80.5% |