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 | $108,365 | $77,813+39.3% | $123,544-12.3% | $64,186+68.8% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -1.22% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $5,005 | $3,014+66.1% | $4,628+8.1% | $2,381+110.2% |
| Participant deferral / active EE | $12,945 | $5,240+147.1% | $6,426+101.5% | $3,470+273.1% |
| Admin fee / account holder | $32,430 | $5,519+487.6% | $9,284+249.3% | $4,888+563.5% |