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 | $113,866 | $159,901-28.8% | $146,958-22.5% | $145,922-22.0% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 10.91% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,687 | $5,286-49.2% | $4,933-45.5% | $4,660-42.3% |
| Participant deferral / active EE | $8,467 | $8,428+0.5% | $8,070+4.9% | $6,688+26.6% |
| Admin fee / account holder | $11,133 | $15,044-26.0% | $12,998-14.3% | $13,397-16.9% |