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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,146 | $63,346+223.9% | $92,233+122.4% | $70,131+192.5% |
| Participation rate | 98.5% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+28.9pp |
| Annual return | 17.87% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $9,085 | $2,471+267.6% | $3,679+146.9% | $2,342+287.8% |
| Participant deferral / active EE | $10,133 | $2,854+255.1% | $3,897+160.0% | $3,332+204.1% |
| Admin fee / account holder | $15,996 | $3,840+316.5% | $5,194+208.0% | $4,645+244.3% |