Filed January 12, 2024
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,290 | $185,822-84.8% | $169,993-83.4% | $139,434-79.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.39% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $3,061 | $7,590-59.7% | $6,785-54.9% | $4,751-35.6% |
| Participant deferral / active EE | $1,605 | $11,622-86.2% | $10,408-84.6% | $6,710-76.1% |
| Admin fee / account holder | $22,933 | $15,381+49.1% | $12,815+79.0% | $11,403+101.1% |