Filed June 22, 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 8-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 | $64,357 | $69,518-7.4% | $59,878+7.5% | $135,375-52.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | 9.87% | 7.94%+1.9pp | 3.46%+6.4pp | 519.73%-509.9pp |
| Employer contribution / active EE | $4,654 | $3,235+43.9% | $2,722+71.0% | $4,779-2.6% |
| Participant deferral / active EE | $10,555 | $4,206+151.0% | $3,402+210.3% | $5,609+88.2% |
| Admin fee / account holder | $35,326 | $5,734+516.0% | $3,590+883.9% | $10,827+226.3% |