Filed January 25, 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 | $74,721 | $159,602-53.2% | $150,045-50.2% | $142,382-47.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 9.79% | 70.24%-60.4pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,013 | $4,961-39.3% | $4,693-35.8% | $4,299-29.9% |
| Participant deferral / active EE | $9,379 | $8,310+12.9% | $7,997+17.3% | $6,507+44.1% |
| Admin fee / account holder | $5,131 | $14,846-65.4% | $13,435-61.8% | $12,624-59.4% |