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 | $140,491 | $109,413+28.4% | $156,263-10.1% | $84,808+65.7% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 16.30% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,575 | $2,907-11.4% | $4,333-40.6% | $2,631-2.1% |
| Participant deferral / active EE | $7,727 | $4,590+68.4% | $6,158+25.5% | $4,212+83.5% |
| Admin fee / account holder | $20,517 | $9,357+119.3% | $14,255+43.9% | $7,344+179.4% |