Filed August 29, 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 | $126,736 | $148,978-14.9% | $200,582-36.8% | $84,808+49.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 53.36% | 28.16%+25.2pp | 42.33%+11.0pp | 40.90%+12.5pp |
| Employer contribution / active EE | $5,294 | $4,815+9.9% | $6,419-17.5% | $2,631+101.2% |
| Participant deferral / active EE | $5,475 | $7,142-23.3% | $9,331-41.3% | $4,212+30.0% |
| Admin fee / account holder | $24,131 | $13,977+72.6% | $16,305+48.0% | $7,344+228.6% |