Filed February 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 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 | $120,973 | $94,529+28.0% | $140,016-13.6% | $64,186+88.5% |
| Participation rate | 91.5% | 84.1%+7.4pp | 87.5%+4.0pp | 69.6%+21.9pp |
| Annual return | -3.61% | 7.77%-11.4pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,219 | $3,812+10.7% | $5,606-24.7% | $2,381+77.2% |
| Participant deferral / active EE | $5,984 | $5,250+14.0% | $6,927-13.6% | $3,470+72.5% |
| Admin fee / account holder | $8,106 | $6,741+20.3% | $10,705-24.3% | $4,888+65.8% |