Filed February 3, 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 | $114,631 | $58,208+96.9% | $81,812+40.1% | $80,856+41.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.81% | 41.66%-25.8pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,718 | $2,340+144.3% | $2,912+96.3% | $2,755+107.5% |
| Participant deferral / active EE | $10,384 | $3,281+216.5% | $4,319+140.5% | $4,296+141.7% |
| Admin fee / account holder | $12,451 | $4,981+150.0% | $7,386+68.6% | $6,918+80.0% |