Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 3 employees
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 | $85,648 | $183,963-53.4% | $162,163-47.2% | $152,861-44.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.72% | 150.76%-134.0pp | 115.59%-98.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,954 | $6,371-69.3% | $5,614-65.2% | $4,762-59.0% |
| Participant deferral / active EE | $5,928 | $8,034-26.2% | $7,298-18.8% | $5,850+1.3% |
| Admin fee / account holder | $572 | $13,121-95.6% | $10,843-94.7% | $11,596-95.1% |