Filed February 1, 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 | $198,847 | $159,901+24.4% | $146,958+35.3% | $145,922+36.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.82% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $11,259 | $5,286+113.0% | $4,933+128.2% | $4,660+141.6% |
| Participant deferral / active EE | $17,779 | $8,428+110.9% | $8,070+120.3% | $6,688+165.9% |
| Admin fee / account holder | $18,592 | $15,044+23.6% | $12,998+43.0% | $13,397+38.8% |