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 | $108,456 | $89,355+21.4% | $141,162-23.2% | $72,985+48.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 20.90% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,259 | $3,114+36.8% | $4,735-10.1% | $2,440+74.6% |
| Participant deferral / active EE | $7,998 | $5,418+47.6% | $6,709+19.2% | $3,607+121.7% |
| Admin fee / account holder | $24,129 | $5,958+305.0% | $10,261+135.1% | $5,124+370.9% |