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 | $141,768 | $60,124+135.8% | $90,404+56.8% | $79,858+77.5% |
| Participation rate | 98.0% | 65.0%+33.1pp | 72.7%+25.4pp | 69.6%+28.4pp |
| Annual return | 12.26% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,349 | $2,068+13.6% | $3,262-28.0% | $2,471-4.9% |
| Participant deferral / active EE | $6,508 | $2,938+121.5% | $3,963+64.2% | $3,740+74.0% |
| Admin fee / account holder | $32,971 | $3,976+729.2% | $5,611+487.6% | $5,306+521.4% |