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 | $102,378 | $49,227+108.0% | $70,449+45.3% | $79,858+28.2% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 12.72% | 30.06%-17.3pp | 109.03%-96.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,546 | $2,099+21.3% | $2,737-7.0% | $2,471+3.0% |
| Participant deferral / active EE | $7,580 | $2,768+173.9% | $3,709+104.4% | $3,740+102.7% |
| Admin fee / account holder | $10,466 | $2,878+263.6% | $3,845+172.2% | $5,306+97.2% |