Filed January 17, 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 8-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 | $74,046 | $165,984-55.4% | $164,813-55.1% | $145,922-49.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.90% | 100.03%-81.1pp | 69.93%-51.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,875 | $5,273+11.4% | $4,341+35.3% | $4,660+26.1% |
| Participant deferral / active EE | $10,785 | $6,959+55.0% | $6,031+78.8% | $6,688+61.3% |
| Admin fee / account holder | $11,790 | $16,648-29.2% | $12,690-7.1% | $13,397-12.0% |