Filed January 10, 2023 (most recent of 4 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 | $76,843 | $148,978-48.4% | $200,582-61.7% | $84,808-9.4% |
| Participation rate | 90.2% | 84.2%+5.9pp | 86.9%+3.3pp | 68.3%+21.9pp |
| Annual return | 13.17% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,422 | $4,815-28.9% | $6,419-46.7% | $2,631+30.1% |
| Participant deferral / active EE | $4,413 | $7,142-38.2% | $9,331-52.7% | $4,212+4.8% |
| Admin fee / account holder | $2,591 | $13,977-81.5% | $16,305-84.1% | $7,344-64.7% |