Filed March 9, 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 | $73,736 | $74,927-1.6% | $101,794-27.6% | $84,808-13.1% |
| Participation rate | 70.1% | 61.4%+8.7pp | 69.2%+0.9pp | 68.3%+1.8pp |
| Annual return | 16.94% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,713 | $1,522+12.5% | $2,289-25.2% | $2,631-34.9% |
| Participant deferral / active EE | $5,079 | $3,099+63.9% | $4,084+24.4% | $4,212+20.6% |
| Admin fee / account holder | $10,899 | $6,514+67.3% | $8,777+24.2% | $7,344+48.4% |