Filed January 17, 2024
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 | $20,987 | $76,000-72.4% | $154,107-86.4% | $64,186-67.3% |
| Participation rate | 85.9% | 70.4%+15.5pp | 83.0%+2.9pp | 69.6%+16.4pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,043 | $3,351-9.2% | $5,298-42.6% | $2,381+27.8% |
| Participant deferral / active EE | $4,046 | $3,175+27.4% | $5,081-20.4% | $3,470+16.6% |
| Admin fee / account holder | $3,783 | $5,596-32.4% | $13,411-71.8% | $4,888-22.6% |