Filed January 10, 2024
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 | $71,586 | $148,978-51.9% | $200,582-64.3% | $84,808-15.6% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 46.38% | 28.16%+18.2pp | 42.33%+4.0pp | 40.90%+5.5pp |
| Employer contribution / active EE | $2,000 | $4,815-58.5% | $6,419-68.8% | $2,631-24.0% |
| Participant deferral / active EE | $3,996 | $7,142-44.0% | $9,331-57.2% | $4,212-5.1% |
| Admin fee / account holder | $618 | $13,977-95.6% | $16,305-96.2% | $7,344-91.6% |