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 | $103,842 | $82,664+25.6% | $125,339-17.2% | $68,494+51.6% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,490 | $3,381+62.4% | $4,814+14.1% | $2,596+111.5% |
| Participant deferral / active EE | $11,030 | $6,110+80.5% | $7,446+48.1% | $4,027+173.9% |
| Admin fee / account holder | $15,677 | $6,275+149.8% | $10,010+56.6% | $5,403+190.2% |