Filed October 3, 2023 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,905 | $82,664-77.1% | $125,339-84.9% | $68,494-72.4% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.1pp | 67.9%+12.4pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,447 | $3,381-27.6% | $4,814-49.2% | $2,596-5.7% |
| Participant deferral / active EE | $2,988 | $6,110-51.1% | $7,446-59.9% | $4,027-25.8% |
| Admin fee / account holder | $2,013 | $6,275-67.9% | $10,010-79.9% | $5,403-62.7% |