Filed August 7, 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 6-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 | $113,082 | $49,177+130.0% | $79,464+42.3% | $64,186+76.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.74% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $22,810 | $2,076+998.6% | $2,800+714.5% | $2,381+858.1% |
| Participant deferral / active EE | $10,420 | $2,821+269.3% | $3,704+181.3% | $3,470+200.3% |
| Admin fee / account holder | $35,426 | $3,839+822.8% | $5,113+592.9% | $4,888+624.7% |