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 | $59,913 | $138,347-56.7% | $184,203-67.5% | $80,856-25.9% |
| Participation rate | 92.7% | 83.9%+8.9pp | 86.8%+5.9pp | 67.6%+25.1pp |
| Annual return | 15.08% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,782 | $4,850-63.3% | $6,427-72.3% | $2,755-35.3% |
| Participant deferral / active EE | $3,681 | $7,071-47.9% | $9,131-59.7% | $4,296-14.3% |
| Admin fee / account holder | $8,556 | $10,483-18.4% | $13,901-38.4% | $6,918+23.7% |