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 | $118,104 | $95,803+23.3% | $113,168+4.4% | $84,808+39.3% |
| Participation rate | 75.7% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.4pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,227 | $2,360-48.0% | $2,975-58.8% | $2,631-53.4% |
| Participant deferral / active EE | $4,656 | $4,242+9.8% | $5,107-8.8% | $4,212+10.6% |
| Admin fee / account holder | $9,196 | $8,989+2.3% | $12,068-23.8% | $7,344+25.2% |