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 | $83,593 | $91,407-8.5% | $135,903-38.5% | $71,457+17.0% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 20.00% | 29.90%-9.9pp | 68.23%-48.2pp | 28.85%-8.8pp |
| Employer contribution / active EE | $6,225 | $3,703+68.1% | $4,856+28.2% | $2,588+140.6% |
| Participant deferral / active EE | $6,633 | $7,092-6.5% | $7,758-14.5% | $4,289+54.7% |
| Admin fee / account holder | $2,186 | $1,266+72.7% | $10,762-79.7% | $1,587+37.7% |