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 | $317,373 | $81,460+289.6% | $103,333+207.1% | $80,856+292.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.37% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $13,629 | $3,105+338.9% | $3,868+252.4% | $2,755+394.7% |
| Participant deferral / active EE | $10,510 | $3,869+171.7% | $5,057+107.8% | $4,296+144.7% |
| Admin fee / account holder | $32,019 | $6,566+387.6% | $8,355+283.2% | $6,918+362.8% |