Filed August 28, 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 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.
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 | $203,266 | $81,900+148.2% | $119,609+69.9% | $68,494+196.8% |
| Participation rate | 78.6% | 71.9%+6.7pp | 79.3%-0.7pp | 67.9%+10.7pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $10,492 | $2,693+289.5% | $4,232+147.9% | $2,596+304.1% |
| Participant deferral / active EE | $6,697 | $4,148+61.5% | $5,602+19.6% | $4,027+66.3% |
| Admin fee / account holder | $13,914 | $6,582+111.4% | $10,323+34.8% | $5,403+157.5% |