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 | $100,889 | $60,124+67.8% | $90,404+11.6% | $79,858+26.3% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $8,497 | $2,068+310.9% | $3,262+160.5% | $2,471+243.9% |
| Participant deferral / active EE | $7,868 | $2,938+167.8% | $3,963+98.5% | $3,740+110.4% |
| Admin fee / account holder | $6,424 | $3,976+61.6% | $5,611+14.5% | $5,306+21.1% |