Filed September 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,667 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 24.34% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $776 | $5,256-85.2% | $4,695-83.5% | $4,876-84.1% |
| Participant deferral / active EE | $3,106 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $455 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |