Filed May 10, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $132,919 | $45,863+189.8% | $77,024+72.6% | $68,494+94.1% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | -11.94% | 1.72%-13.7pp | 42.32%-54.3pp | -7.84%-4.1pp |
| Employer contribution / active EE | $6,236 | $1,650+278.0% | $2,812+121.7% | $2,596+140.2% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,018 | $3,041-0.7% | $5,425-44.4% | $5,403-44.1% |