Filed December 21, 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 | $110,617 | $88,751+24.6% | $81,812+35.2% | $145,922-24.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 14.77% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,047 | $3,083+128.6% | $2,912+142.0% | $4,660+51.2% |
| Participant deferral / active EE | $7,199 | $4,643+55.0% | $4,319+66.7% | $6,688+7.6% |
| Admin fee / account holder | $8,515 | $8,415+1.2% | $7,386+15.3% | $13,397-36.4% |