Filed June 3, 2023 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,278 | $89,753+262.4% | $107,525+202.5% | $84,808+283.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,610 | $3,113-48.3% | $3,754-57.1% | $2,631-38.8% |
| Participant deferral / active EE | $7,065 | $4,056+74.2% | $5,116+38.1% | $4,212+67.8% |
| Admin fee / account holder | $23,396 | $7,222+224.0% | $8,919+162.3% | $7,344+218.6% |