Filed January 19, 2024
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 | $219,948 | $54,705+302.1% | $71,209+208.9% | $84,808+159.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.07% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $17,096 | $2,158+692.3% | $2,721+528.3% | $2,631+549.8% |
| Participant deferral / active EE | $14,835 | $3,030+389.5% | $4,175+255.3% | $4,212+252.2% |
| Admin fee / account holder | $26,685 | $4,863+448.7% | $5,349+398.9% | $7,344+263.4% |