Filed January 15, 2024 (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 | $110,737 | $100,041+10.7% | $149,718-26.0% | $70,131+57.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.53% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,421 | $3,662+48.0% | $5,445-0.4% | $2,342+131.4% |
| Participant deferral / active EE | $3,537 | $4,983-29.0% | $6,569-46.2% | $3,332+6.2% |
| Admin fee / account holder | $12,493 | $8,286+50.8% | $11,283+10.7% | $4,645+168.9% |