Filed December 16, 2022 (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 | $96,909 | $58,208+66.5% | $81,812+18.5% | $80,856+19.9% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 17.68% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,597 | $2,340+53.7% | $2,912+23.5% | $2,755+30.6% |
| Participant deferral / active EE | $6,501 | $3,281+98.2% | $4,319+50.5% | $4,296+51.3% |
| Admin fee / account holder | $4,825 | $4,981-3.1% | $7,386-34.7% | $6,918-30.3% |