Filed August 17, 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 5-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 | $158,963 | $172,478-7.8% | $145,661+9.1% | $142,382+11.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 527.26% | 151.09%+376.2pp | 101.46%+425.8pp | 217.08%+310.2pp |
| Employer contribution / active EE | $12,245 | $4,899+149.9% | $4,238+189.0% | $4,299+184.8% |
| Participant deferral / active EE | $8,334 | $8,348-0.2% | $7,198+15.8% | $6,507+28.1% |
| Admin fee / account holder | $3,154 | $16,864-81.3% | $12,466-74.7% | $12,624-75.0% |