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 | $78,690 | $65,409+20.3% | $98,442-20.1% | $85,850-8.3% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.3%+25.8pp |
| Annual return | 19.35% | 21.76%-2.4pp | 1492.73%-1473.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $4,425 | $2,168+104.1% | $2,960+49.5% | $2,565+72.5% |
| Participant deferral / active EE | $8,837 | $3,166+179.1% | $4,276+106.7% | $3,952+123.6% |
| Admin fee / account holder | $8,188 | $4,593+78.3% | $5,949+37.6% | $6,260+30.8% |