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 | $37,122 | $102,966-63.9% | $90,281-58.9% | $152,861-75.7% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 23.91% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,782 | $3,139-11.4% | $2,854-2.5% | $4,762-41.6% |
| Participant deferral / active EE | $4,499 | $4,281+5.1% | $3,885+15.8% | $5,850-23.1% |
| Admin fee / account holder | $5,959 | $6,171-3.4% | $5,351+11.3% | $11,596-48.6% |