Filed January 17, 2024 (most recent of 2 filings on file)
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 | $230,301 | $94,529+143.6% | $140,016+64.5% | $64,186+258.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.78% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $15,954 | $3,812+318.5% | $5,606+184.6% | $2,381+570.1% |
| Participant deferral / active EE | $11,785 | $5,250+124.5% | $6,927+70.1% | $3,470+239.7% |
| Admin fee / account holder | $3,094 | $6,741-54.1% | $10,705-71.1% | $4,888-36.7% |