Filed July 7, 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 | $96,109 | $86,286+11.4% | $111,297-13.6% | $85,850+12.0% |
| Participation rate | 83.1% | 73.3%+9.8pp | 77.3%+5.8pp | 69.3%+13.8pp |
| Annual return | 13.73% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,072 | $2,043-47.5% | $2,731-60.8% | $2,565-58.2% |
| Participant deferral / active EE | $3,306 | $3,641-9.2% | $4,487-26.3% | $3,952-16.3% |
| Admin fee / account holder | $1,434 | $8,188-82.5% | $7,964-82.0% | $6,260-77.1% |