Filed November 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,608 | $85,202-68.8% | $172,739-84.6% | $72,985-63.5% |
| Participation rate | 89.4% | 70.1%+19.3pp | 82.6%+6.7pp | 69.5%+19.9pp |
| Annual return | -0.07% | 27.32%-27.4pp | 802.84%-802.9pp | 81.00%-81.1pp |
| Employer contribution / active EE | $998 | $3,324-70.0% | $5,143-80.6% | $2,440-59.1% |
| Participant deferral / active EE | $4,178 | $3,260+28.2% | $5,198-19.6% | $3,607+15.8% |
| Admin fee / account holder | $6,935 | $5,884+17.9% | $13,954-50.3% | $5,124+35.3% |