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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,853 | $157,256-63.8% | $141,162-59.7% | $152,861-62.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 19.56% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,275 | $5,261-56.8% | $4,735-52.0% | $4,762-52.2% |
| Participant deferral / active EE | $4,922 | $7,109-30.8% | $6,709-26.6% | $5,850-15.9% |
| Admin fee / account holder | $7,032 | $12,120-42.0% | $10,261-31.5% | $11,596-39.4% |