Filed February 28, 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 | $212,092 | $214,378-1.1% | $200,582+5.7% | $142,382+49.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.15% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $12,223 | $6,841+78.7% | $6,419+90.4% | $4,299+184.3% |
| Participant deferral / active EE | $13,849 | $9,865+40.4% | $9,331+48.4% | $6,507+112.8% |
| Admin fee / account holder | $418 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |