Filed August 9, 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 | $98,542 | $150,440-34.5% | $136,294-27.7% | $147,584-33.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.67% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,126 | $5,256-40.5% | $4,695-33.4% | $4,876-35.9% |
| Participant deferral / active EE | $9,710 | $6,630+46.5% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $9,982 | $10,905-8.5% | $9,243+8.0% | $10,885-8.3% |