Filed January 22, 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 | $143,026 | $86,929+64.5% | $102,423+39.6% | $80,856+76.9% |
| Participation rate | 98.9% | 72.4%+26.6pp | 76.5%+22.4pp | 67.6%+31.3pp |
| Annual return | 14.11% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,773 | $2,369+101.5% | $3,023+57.9% | $2,755+73.3% |
| Participant deferral / active EE | $5,507 | $4,118+33.7% | $5,053+9.0% | $4,296+28.2% |
| Admin fee / account holder | $13,309 | $8,049+65.3% | $9,451+40.8% | $6,918+92.4% |