Filed February 14, 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 | $127,687 | $89,739+42.3% | $149,718-14.7% | $62,292+105.0% |
| Participation rate | 95.4% | 85.1%+10.3pp | 87.1%+8.3pp | 69.5%+25.9pp |
| Annual return | 18.40% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $7,793 | $3,233+141.0% | $5,445+43.1% | $2,042+281.6% |
| Participant deferral / active EE | $6,375 | $4,797+32.9% | $6,569-3.0% | $3,169+101.2% |
| Admin fee / account holder | $474 | $551-14.0% | $11,283-95.8% | $479-1.1% |