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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,772 | $177,572+28.8% | $154,803+47.8% | $142,382+60.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 9.74% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,491 | $4,810-6.6% | $4,305+4.3% | $4,299+4.5% |
| Participant deferral / active EE | $8,825 | $6,272+40.7% | $5,540+59.3% | $6,507+35.6% |
| Admin fee / account holder | $49,869 | $16,786+197.1% | $14,329+248.0% | $12,624+295.0% |