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 | $42,737 | $91,538-53.3% | $129,995-67.1% | $75,163-43.1% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 28.14% | -631.11%+659.2pp | -137.18%+165.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $3,469 | $2,845+21.9% | $4,320-19.7% | $2,670+29.9% |
| Participant deferral / active EE | $8,581 | $4,341+97.7% | $5,820+47.4% | $4,125+108.0% |
| Admin fee / account holder | $4,063 | $6,790-40.2% | $10,614-61.7% | $5,651-28.1% |