Filed June 23, 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 9-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 | $56,186 | $138,065-59.3% | $123,544-54.5% | $135,375-58.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | 3.50% | 153.68%-150.2pp | 119.20%-115.7pp | 519.73%-516.2pp |
| Employer contribution / active EE | $6,688 | $5,151+29.8% | $4,628+44.5% | $4,779+40.0% |
| Participant deferral / active EE | $17,233 | $6,799+153.5% | $6,426+168.2% | $5,609+207.3% |
| Admin fee / account holder | $25,060 | $10,916+129.6% | $9,284+169.9% | $10,827+131.5% |