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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,476 | $209,832-67.8% | $189,513-64.4% | $167,490-59.7% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 12.76% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,291 | $6,914-81.3% | $6,162-79.0% | $4,837-73.3% |
| Participant deferral / active EE | $3,979 | $8,935-55.5% | $8,221-51.6% | $6,341-37.2% |
| Admin fee / account holder | $7,189 | $14,293-49.7% | $12,045-40.3% | $12,309-41.6% |