Filed October 17, 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 | $213,770 | $65,365+227.0% | $92,893+130.1% | $72,985+192.9% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 19.22% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,588 | $2,594+38.3% | $3,653-1.8% | $2,440+47.1% |
| Participant deferral / active EE | $7,077 | $3,128+126.2% | $4,236+67.1% | $3,607+96.2% |
| Admin fee / account holder | $11,815 | $4,251+177.9% | $5,794+103.9% | $5,124+130.6% |