Filed December 11, 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 | $79,010 | $45,073+75.3% | $69,455+13.8% | $72,985+8.3% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 22.42% | 22.65%-0.2pp | 28.97%-6.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,309 | $2,054+12.4% | $2,779-16.9% | $2,440-5.4% |
| Participant deferral / active EE | $7,017 | $2,602+169.7% | $3,535+98.5% | $3,607+94.5% |
| Admin fee / account holder | $7,933 | $3,056+159.6% | $3,839+106.6% | $5,124+54.8% |