Filed August 29, 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 | $93,204 | $76,552+21.8% | $123,892-24.8% | $62,891+48.2% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 19.51% | 18.68%+0.8pp | 47.52%-28.0pp | 20.14%-0.6pp |
| Employer contribution / active EE | $5,070 | $2,883+75.9% | $4,617+9.8% | $2,281+122.3% |
| Participant deferral / active EE | $11,208 | $4,840+131.6% | $5,984+87.3% | $3,203+249.9% |
| Admin fee / account holder | $17,268 | $4,826+257.8% | $8,357+106.6% | $4,296+302.0% |