Filed November 10, 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 | $50,587 | $39,019+29.6% | $80,716-37.3% | $85,850-41.1% |
| Participation rate | 93.8% | 41.5%+52.2pp | 54.2%+39.6pp | 69.3%+24.4pp |
| Annual return | 11.87% | 26.27%-14.4pp | 87.28%-75.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $761 | $722+5.3% | $1,160-34.4% | $2,565-70.3% |
| Participant deferral / active EE | $5,308 | $1,326+300.4% | $2,146+147.4% | $3,952+34.3% |
| Admin fee / account holder | $15,624 | $2,431+542.8% | $3,380+362.3% | $6,260+149.6% |