Filed September 11, 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 | $167,899 | $54,705+206.9% | $71,209+135.8% | $84,808+98.0% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 36.12% | 35.90%+0.2pp | 282.51%-246.4pp | 40.90%-4.8pp |
| Employer contribution / active EE | $5,998 | $2,158+178.0% | $2,721+120.4% | $2,631+128.0% |
| Participant deferral / active EE | $9,125 | $3,030+201.1% | $4,175+118.6% | $4,212+116.7% |
| Admin fee / account holder | $22,517 | $4,863+363.0% | $5,349+321.0% | $7,344+206.6% |