Filed December 8, 2023 (most recent of 2 filings on file)
Total covered: 2 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 | $104,087 | $78,422+32.7% | $95,952+8.5% | $79,858+30.3% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 15.64% | 19.37%-3.7pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,271 | $1,945+68.2% | $2,541+28.7% | $2,471+32.4% |
| Participant deferral / active EE | $5,320 | $3,440+54.7% | $4,167+27.7% | $3,740+42.2% |
| Admin fee / account holder | $14,642 | $5,622+160.4% | $6,795+115.5% | $5,306+175.9% |