Filed September 6, 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 | $54,675 | $85,766-36.3% | $136,294-59.9% | $70,131-22.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.84% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $5,010 | $2,966+68.9% | $4,695+6.7% | $2,342+113.9% |
| Participant deferral / active EE | $5,462 | $5,051+8.1% | $6,247-12.6% | $3,332+63.9% |
| Admin fee / account holder | $4,366 | $5,420-19.5% | $9,243-52.8% | $4,645-6.0% |