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 | $162,755 | $167,307-2.7% | $143,757+13.2% | $134,475+21.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.86% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,913 | $5,619-30.4% | $4,951-21.0% | $4,740-17.4% |
| Participant deferral / active EE | $2,906 | $6,446-54.9% | $5,637-48.4% | $6,400-54.6% |
| Admin fee / account holder | $1,775 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |