Filed January 23, 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 | $71,501 | $148,978-52.0% | $200,582-64.4% | $84,808-15.7% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 15.42% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,021 | $4,815-58.0% | $6,419-68.5% | $2,631-23.2% |
| Participant deferral / active EE | $3,911 | $7,142-45.2% | $9,331-58.1% | $4,212-7.1% |
| Admin fee / account holder | $1,866 | $13,977-86.6% | $16,305-88.6% | $7,344-74.6% |