Filed July 21, 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.
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 | $119,848 | $54,705+119.1% | $71,209+68.3% | $84,808+41.3% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 18.60% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,033 | $2,158+133.2% | $2,721+85.0% | $2,631+91.3% |
| Participant deferral / active EE | $11,690 | $3,030+285.8% | $4,175+180.0% | $4,212+177.6% |
| Admin fee / account holder | $8,308 | $4,863+70.8% | $5,349+55.3% | $7,344+13.1% |