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 | $69,107 | $29,660+133.0% | $56,411+22.5% | $80,856-14.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.42% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,812 | $669+469.6% | $1,039+267.1% | $2,755+38.4% |
| Participant deferral / active EE | $5,911 | $1,226+382.1% | $1,952+202.8% | $4,296+37.6% |
| Admin fee / account holder | $1,830 | $2,428-24.6% | $2,829-35.3% | $6,918-73.6% |