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 | $180,481 | $217,402-17.0% | $185,823-2.9% | $167,490+7.8% |
| Participation rate | 73.7% | 86.0%-12.4pp | 81.7%-8.0pp | 82.1%-8.4pp |
| Annual return | 28.56% | 148.36%-119.8pp | 122.05%-93.5pp | 478.56%-450.0pp |
| Employer contribution / active EE | $2,457 | $5,873-58.2% | $5,167-52.4% | $4,837-49.2% |
| Participant deferral / active EE | $3,756 | $6,356-40.9% | $5,568-32.5% | $6,341-40.8% |
| Admin fee / account holder | $4,049 | $19,811-79.6% | $16,237-75.1% | $12,309-67.1% |