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 | $60,517 | $109,359-44.7% | $162,163-62.7% | $72,985-17.1% |
| Participation rate | 86.8% | 84.3%+2.5pp | 87.6%-0.8pp | 69.5%+17.3pp |
| Annual return | 20.07% | 25.46%-5.4pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,532 | $3,907-35.2% | $5,614-54.9% | $2,440+3.8% |
| Participant deferral / active EE | $2,982 | $5,481-45.6% | $7,298-59.1% | $3,607-17.3% |
| Admin fee / account holder | $2,695 | $7,972-66.2% | $10,843-75.1% | $5,124-47.4% |