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 | $32,262 | $81,900-60.6% | $119,609-73.0% | $68,494-52.9% |
| Participation rate | 83.9% | 71.9%+12.0pp | 79.3%+4.6pp | 67.9%+16.0pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,715 | $2,693+37.9% | $4,232-12.2% | $2,596+43.1% |
| Participant deferral / active EE | $8,634 | $4,148+108.2% | $5,602+54.1% | $4,027+114.4% |
| Admin fee / account holder | $1,179 | $6,582-82.1% | $10,323-88.6% | $5,403-78.2% |