Filed June 29, 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 | $69,879 | $110,094-36.5% | $151,611-53.9% | $68,494+2.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -12.90% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,533 | $4,471-65.7% | $6,166-75.1% | $2,596-41.0% |
| Participant deferral / active EE | $3,288 | $6,527-49.6% | $8,363-60.7% | $4,027-18.4% |
| Admin fee / account holder | $4,569 | $7,719-40.8% | $11,616-60.7% | $5,403-15.4% |