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 | $229,716 | $64,707+255.0% | $112,228+104.7% | $68,494+235.4% |
| Participation rate | 79.7% | 67.2%+12.5pp | 75.1%+4.6pp | 67.9%+11.8pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,660 | $2,746+33.3% | $3,635+0.7% | $2,596+41.0% |
| Participant deferral / active EE | $7,035 | $3,565+97.3% | $4,728+48.8% | $4,027+74.7% |
| Admin fee / account holder | $13,846 | $5,232+164.6% | $6,410+116.0% | $5,403+156.3% |