Filed December 4, 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 | $72,660 | $112,881-35.6% | $90,951-20.1% | $158,922-54.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.56% | 215.79%-194.2pp | 134.60%-113.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,743 | $2,893-39.8% | $2,122-17.9% | $4,761-63.4% |
| Participant deferral / active EE | $4,160 | $4,128+0.8% | $3,373+23.3% | $5,982-30.5% |
| Admin fee / account holder | $5,720 | $8,041-28.9% | $5,959-4.0% | $11,246-49.1% |