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 5-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 | $213,649 | $58,208+267.0% | $81,812+161.1% | $80,856+164.2% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 17.78% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $28,956 | $2,340+1137.5% | $2,912+894.3% | $2,755+951.1% |
| Participant deferral / active EE | $12,961 | $3,281+295.0% | $4,319+200.1% | $4,296+201.7% |
| Admin fee / account holder | $23,844 | $4,981+378.7% | $7,386+222.8% | $6,918+244.7% |