Filed July 9, 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 | $21,712 | $99,020-78.1% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 25.24% | 1312.34%-1287.1pp | 964.84%-939.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,942 | $3,132-38.0% | $2,839-31.6% | $4,876-60.2% |
| Participant deferral / active EE | $5,194 | $3,972+30.7% | $3,609+43.9% | $5,439-4.5% |
| Admin fee / account holder | $5,703 | $5,710-0.1% | $4,906+16.3% | $10,885-47.6% |