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 | $58,197 | $77,813-25.2% | $123,544-52.9% | $64,186-9.3% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -5.51% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,473 | $3,014+81.6% | $4,628+18.3% | $2,381+129.9% |
| Participant deferral / active EE | $4,997 | $5,240-4.6% | $6,426-22.2% | $3,470+44.0% |
| Admin fee / account holder | $4,205 | $5,519-23.8% | $9,284-54.7% | $4,888-14.0% |