Filed October 25, 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 7-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 | $71,818 | $109,413-34.4% | $156,263-54.0% | $84,808-15.3% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 20.10% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,125 | $2,907+41.9% | $4,333-4.8% | $2,631+56.8% |
| Participant deferral / active EE | $10,003 | $4,590+117.9% | $6,158+62.4% | $4,212+137.5% |
| Admin fee / account holder | $3,173 | $9,357-66.1% | $14,255-77.7% | $7,344-56.8% |