Filed January 23, 2024
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 | $90,686 | $65,365+38.7% | $92,893-2.4% | $72,985+24.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.43% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,942 | $2,594+13.4% | $3,653-19.4% | $2,440+20.6% |
| Participant deferral / active EE | $5,750 | $3,128+83.8% | $4,236+35.7% | $3,607+59.4% |
| Admin fee / account holder | $14,148 | $4,251+232.8% | $5,794+144.2% | $5,124+176.1% |