Filed June 30, 2023 (most recent of 3 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 | $195,264 | $59,584+227.7% | $86,874+124.8% | $79,386+146.0% |
| Participation rate | 99.2% | 67.7%+31.5pp | 71.6%+27.5pp | 70.7%+28.5pp |
| Annual return | 15.62% | 23.15%-7.5pp | 63.52%-47.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $13,449 | $1,768+660.8% | $2,495+438.9% | $2,427+454.0% |
| Participant deferral / active EE | $7,686 | $3,036+153.1% | $3,699+107.8% | $4,046+90.0% |
| Admin fee / account holder | $12,906 | $604+2036.1% | $5,828+121.5% | $626+1960.3% |