Filed July 6, 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 | $155,053 | $49,177+215.3% | $79,464+95.1% | $64,186+141.6% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.3pp | 69.6%+21.1pp |
| Annual return | 18.34% | -1.16%+19.5pp | 718.14%-699.8pp | 7.63%+10.7pp |
| Employer contribution / active EE | $2,445 | $2,076+17.8% | $2,800-12.7% | $2,381+2.7% |
| Participant deferral / active EE | $4,984 | $2,821+76.6% | $3,704+34.6% | $3,470+43.6% |
| Admin fee / account holder | $4,000 | $3,839+4.2% | $5,113-21.8% | $4,888-18.2% |