Filed October 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,395 | $57,354+29.7% | $83,848-11.3% | $64,186+15.9% |
| Participation rate | 85.0% | 68.6%+16.4pp | 76.1%+8.9pp | 69.6%+15.4pp |
| Annual return | -8.96% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $5,639 | $2,545+121.5% | $3,631+55.3% | $2,381+136.8% |
| Participant deferral / active EE | $5,250 | $2,993+75.4% | $4,082+28.6% | $3,470+51.3% |
| Admin fee / account holder | $4,688 | $4,046+15.9% | $5,478-14.4% | $4,888-4.1% |