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 | $66,976 | $65,041+3.0% | $90,951-26.4% | $79,858-16.1% |
| Participation rate | 89.8% | 61.6%+28.2pp | 69.0%+20.8pp | 69.6%+20.2pp |
| Annual return | 12.48% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,324 | $1,247+6.1% | $2,122-37.6% | $2,471-46.4% |
| Participant deferral / active EE | $3,588 | $2,512+42.8% | $3,373+6.4% | $3,740-4.1% |
| Admin fee / account holder | $28,581 | $4,536+530.1% | $5,959+379.7% | $5,306+438.6% |