Filed August 3, 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 | $52,913 | $64,707-18.2% | $112,228-52.9% | $68,494-22.7% |
| Participation rate | 88.3% | 67.2%+21.2pp | 75.1%+13.3pp | 67.9%+20.4pp |
| Annual return | -14.75% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,883 | $2,746+150.7% | $3,635+89.4% | $2,596+165.1% |
| Participant deferral / active EE | $3,715 | $3,565+4.2% | $4,728-21.4% | $4,027-7.7% |
| Admin fee / account holder | $5,541 | $5,232+5.9% | $6,410-13.6% | $5,403+2.6% |