Filed February 7, 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 | $114,504 | $65,409+75.1% | $98,442+16.3% | $85,850+33.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.98% | 21.76%-8.8pp | 1492.73%-1479.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $8,288 | $2,168+282.4% | $2,960+180.0% | $2,565+223.1% |
| Participant deferral / active EE | $2,677 | $3,166-15.5% | $4,276-37.4% | $3,952-32.3% |
| Admin fee / account holder | $4,416 | $4,593-3.9% | $5,949-25.8% | $6,260-29.5% |