Filed April 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 4-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 | $156,562 | $109,413+43.1% | $156,263+0.2% | $84,808+84.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 50.89% | 20.18%+30.7pp | 59.47%-8.6pp | 40.90%+10.0pp |
| Employer contribution / active EE | $6,113 | $2,907+110.3% | $4,333+41.1% | $2,631+132.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,822 | $9,357-48.5% | $14,255-66.2% | $7,344-34.3% |