Filed August 29, 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 | $44,367 | $125,758-64.7% | $169,993-73.9% | $75,163-41.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 19.49% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,481 | $6,837-19.8% | $10,408-47.3% | $4,125+32.9% |
| Admin fee / account holder | $4,332 | $8,173-47.0% | $12,815-66.2% | $5,651-23.3% |