Filed January 8, 2024
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 | $112,841 | $93,571+20.6% | $135,903-17.0% | $75,163+50.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,406 | $3,537-32.0% | $4,856-50.5% | $2,670-9.9% |
| Participant deferral / active EE | $8,082 | $6,404+26.2% | $7,758+4.2% | $4,125+95.9% |
| Admin fee / account holder | $3,778 | $6,975-45.8% | $10,762-64.9% | $5,651-33.2% |