Filed August 8, 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 | $94,013 | $91,552+2.7% | $133,956-29.8% | $79,858+17.7% |
| Participation rate | 76.3% | 73.3%+2.9pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 18.63% | 61.85%-43.2pp | 45.09%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,362 | $2,384-42.9% | $3,919-65.3% | $2,471-44.9% |
| Participant deferral / active EE | $3,087 | $3,733-17.3% | $5,048-38.8% | $3,740-17.4% |
| Admin fee / account holder | $2,389 | $6,321-62.2% | $8,927-73.2% | $5,306-55.0% |