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 | $37,435 | $91,190-58.9% | $178,490-79.0% | $79,858-53.1% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 14.59% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,003 | $3,256-7.8% | $5,011-40.1% | $2,471+21.5% |
| Participant deferral / active EE | $4,365 | $3,236+34.9% | $5,202-16.1% | $3,740+16.7% |
| Admin fee / account holder | $6,860 | $6,751+1.6% | $13,984-50.9% | $5,306+29.3% |