Filed February 1, 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 | $42,245 | $110,094-61.6% | $151,611-72.1% | $68,494-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.56% | -10.12%-4.4pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,071 | $4,471+13.4% | $6,166-17.8% | $2,596+95.3% |
| Participant deferral / active EE | $4,726 | $6,527-27.6% | $8,363-43.5% | $4,027+17.4% |
| Admin fee / account holder | $2,953 | $7,719-61.7% | $11,616-74.6% | $5,403-45.4% |