Filed September 11, 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 | $109,853 | $54,762+100.6% | $90,281+21.7% | $72,985+50.5% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 25.37% | 30.63%-5.3pp | 78.10%-52.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,901 | $2,092+86.4% | $2,854+36.6% | $2,440+59.9% |
| Participant deferral / active EE | $4,168 | $2,887+44.4% | $3,885+7.3% | $3,607+15.5% |
| Admin fee / account holder | $1,815 | $3,972-54.3% | $5,351-66.1% | $5,124-64.6% |