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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,974 | $54,705+143.1% | $71,209+86.7% | $84,808+56.8% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 12.58% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,909 | $2,158+81.2% | $2,721+43.7% | $2,631+48.6% |
| Participant deferral / active EE | $9,457 | $3,030+212.1% | $4,175+126.5% | $4,212+124.5% |
| Admin fee / account holder | $6,234 | $4,863+28.2% | $5,349+16.6% | $7,344-15.1% |