Filed December 20, 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 | $63,474 | $109,881-42.2% | $150,045-57.7% | $84,808-25.2% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 19.30% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,039 | $3,561+13.4% | $4,693-13.9% | $2,631+53.5% |
| Participant deferral / active EE | $6,193 | $6,636-6.7% | $7,997-22.6% | $4,212+47.0% |
| Admin fee / account holder | $1,425 | $8,568-83.4% | $13,435-89.4% | $7,344-80.6% |