Filed December 8, 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 | $98,966 | $104,475-5.3% | $159,436-37.9% | $79,386+24.7% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | 15.33% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $5,641 | $3,417+65.1% | $4,829+16.8% | $2,427+132.4% |
| Participant deferral / active EE | $4,795 | $6,467-25.9% | $7,352-34.8% | $4,046+18.5% |
| Admin fee / account holder | $2,754 | $711+287.3% | $10,799-74.5% | $626+339.7% |