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 | $236,723 | $65,365+262.2% | $92,893+154.8% | $72,985+224.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.76% | 42.10%-19.3pp | 109.41%-86.7pp | 81.00%-58.2pp |
| Employer contribution / active EE | $16,020 | $2,594+517.5% | $3,653+338.6% | $2,440+556.6% |
| Participant deferral / active EE | $12,598 | $3,128+302.7% | $4,236+197.4% | $3,607+249.2% |
| Admin fee / account holder | $20,305 | $4,251+377.6% | $5,794+250.5% | $5,124+296.2% |