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 | $64,268 | $77,813-17.4% | $123,544-48.0% | $64,186+0.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -1.59% | 12.48%-14.1pp | 119.20%-120.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,231 | $3,014-59.2% | $4,628-73.4% | $2,381-48.3% |
| Participant deferral / active EE | $4,314 | $5,240-17.7% | $6,426-32.9% | $3,470+24.4% |
| Admin fee / account holder | $2,251 | $5,519-59.2% | $9,284-75.8% | $4,888-54.0% |