Filed November 8, 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 | $114,884 | $43,327+165.2% | $59,878+91.9% | $64,186+79.0% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | -4.81% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $9,126 | $2,028+349.9% | $2,722+235.3% | $2,381+283.3% |
| Participant deferral / active EE | $4,621 | $2,546+81.5% | $3,402+35.8% | $3,470+33.2% |
| Admin fee / account holder | $49,106 | $3,005+1534.1% | $3,590+1267.7% | $4,888+904.6% |