Filed June 28, 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 | $198,397 | $100,041+98.3% | $149,718+32.5% | $70,131+182.9% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 13.90% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $7,883 | $3,662+115.3% | $5,445+44.8% | $2,342+236.5% |
| Participant deferral / active EE | $3,345 | $4,983-32.9% | $6,569-49.1% | $3,332+0.4% |
| Admin fee / account holder | $23,304 | $8,286+181.2% | $11,283+106.5% | $4,645+401.7% |