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 | $80,110 | $89,355-10.3% | $141,162-43.2% | $72,985+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.59% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $5,668 | $3,114+82.0% | $4,735+19.7% | $2,440+132.3% |
| Participant deferral / active EE | $5,744 | $5,418+6.0% | $6,709-14.4% | $3,607+59.2% |
| Admin fee / account holder | $4,794 | $5,958-19.5% | $10,261-53.3% | $5,124-6.4% |