Filed November 2, 2023 (most recent of 4 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 | $51,148 | $148,978-65.7% | $200,582-74.5% | $84,808-39.7% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 19.90% | 28.16%-8.3pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,672 | $4,815-44.5% | $6,419-58.4% | $2,631+1.6% |
| Participant deferral / active EE | $4,647 | $7,142-34.9% | $9,331-50.2% | $4,212+10.3% |
| Admin fee / account holder | $2,636 | $13,977-81.1% | $16,305-83.8% | $7,344-64.1% |