Filed March 6, 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 | $172,959 | $198,466-12.9% | $170,442+1.5% | $147,584+17.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 12.44% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,146 | $6,184-49.1% | $5,433-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $8,854 | $5,629+57.3% | $4,939+79.2% | $5,439+62.8% |
| Admin fee / account holder | $22,886 | $16,852+35.8% | $13,880+64.9% | $10,885+110.2% |