Filed April 24, 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 | $70,779 | $62,586+13.1% | $76,768-7.8% | $64,186+10.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,726 | $1,832-5.8% | $2,485-30.5% | $2,381-27.5% |
| Participant deferral / active EE | $6,166 | $3,145+96.1% | $3,852+60.1% | $3,470+77.7% |
| Admin fee / account holder | $7,941 | $4,667+70.1% | $6,675+19.0% | $4,888+62.5% |