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 | $53,870 | $101,724-47.0% | $164,813-67.3% | $80,856-33.4% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.6%+26.1pp |
| Annual return | 17.02% | 16.72%+0.3pp | 69.93%-52.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,207 | $2,953+42.4% | $4,341-3.1% | $2,755+52.7% |
| Participant deferral / active EE | $9,873 | $4,477+120.5% | $6,031+63.7% | $4,296+129.8% |
| Admin fee / account holder | $774 | $8,227-90.6% | $12,690-93.9% | $6,918-88.8% |