Filed December 12, 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 9-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 | $17,499 | $100,852-82.6% | $90,404-80.6% | $158,922-89.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 11.44% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,757 | $3,689-52.4% | $3,262-46.1% | $4,761-63.1% |
| Participant deferral / active EE | $1,139 | $4,348-73.8% | $3,963-71.3% | $5,982-81.0% |
| Admin fee / account holder | $7,204 | $6,501+10.8% | $5,611+28.4% | $11,246-35.9% |