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 | $93,362 | $89,753+4.0% | $107,525-13.2% | $84,808+10.1% |
| Participation rate | 93.8% | 68.1%+25.8pp | 75.1%+18.8pp | 68.3%+25.5pp |
| Annual return | 20.26% | 29.48%-9.2pp | 181.32%-161.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $8,353 | $3,113+168.3% | $3,754+122.5% | $2,631+217.5% |
| Participant deferral / active EE | $4,452 | $4,056+9.8% | $5,116-13.0% | $4,212+5.7% |
| Admin fee / account holder | $13,179 | $7,222+82.5% | $8,919+47.8% | $7,344+79.5% |