Filed July 14, 2023
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,730 | $80,717+208.2% | $154,803+60.7% | $84,808+193.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 71.33% | 37.96%+33.4pp | 58.88%+12.4pp | 40.90%+30.4pp |
| Employer contribution / active EE | $10,000 | $2,761+262.2% | $4,305+132.3% | $2,631+280.1% |
| Participant deferral / active EE | $18,268 | $3,303+453.1% | $5,540+229.7% | $4,212+333.8% |
| Admin fee / account holder | $23,835 | $6,746+253.3% | $14,329+66.3% | $7,344+224.6% |