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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,222 | $98,750-27.9% | $149,696-52.4% | $79,858-10.8% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 8.76% | 27.43%-18.7pp | 276.60%-267.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,486 | $3,216-53.8% | $4,644-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $4,675 | $5,680-17.7% | $6,842-31.7% | $3,740+25.0% |
| Admin fee / account holder | $1,414 | $6,053-76.6% | $9,309-84.8% | $5,306-73.3% |