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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,260 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -11.64% | 1.01%-12.7pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,834 | $3,184-11.0% | $4,951-42.8% | $2,596+9.1% |
| Participant deferral / active EE | $4,571 | $3,384+35.1% | $5,637-18.9% | $4,027+13.5% |
| Admin fee / account holder | $7,728 | $5,755+34.3% | $14,673-47.3% | $5,403+43.0% |