Filed November 3, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,825 | $148,978-16.9% | $200,582-38.3% | $84,808+46.0% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 13.44% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,617 | $4,815-4.1% | $6,419-28.1% | $2,631+75.5% |
| Participant deferral / active EE | $2,592 | $7,142-63.7% | $9,331-72.2% | $4,212-38.4% |
| Admin fee / account holder | $5,991 | $13,977-57.1% | $16,305-63.3% | $7,344-18.4% |