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 | $32,645 | $85,202-61.7% | $172,739-81.1% | $72,985-55.3% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 26.38% | 27.32%-0.9pp | 802.84%-776.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,615 | $3,324-21.3% | $5,143-49.1% | $2,440+7.2% |
| Participant deferral / active EE | $3,864 | $3,260+18.5% | $5,198-25.7% | $3,607+7.1% |
| Admin fee / account holder | $1,931 | $5,884-67.2% | $13,954-86.2% | $5,124-62.3% |