Filed August 21, 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 8-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 | $92,663 | $148,534-37.6% | $135,903-31.8% | $139,434-33.5% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 15.41% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,447 | $5,243-34.3% | $4,856-29.0% | $4,751-27.4% |
| Participant deferral / active EE | $9,456 | $8,100+16.7% | $7,758+21.9% | $6,710+40.9% |
| Admin fee / account holder | $2,223 | $12,400-82.1% | $10,762-79.3% | $11,403-80.5% |