Filed April 24, 2023 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,810 | $57,281+479.3% | $86,612+283.1% | $75,163+341.5% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | 17.51% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $27,816 | $2,314+1101.8% | $3,022+820.3% | $2,670+941.9% |
| Participant deferral / active EE | $15,069 | $3,318+354.2% | $4,438+239.6% | $4,125+265.3% |
| Admin fee / account holder | $40,523 | $4,112+885.5% | $5,614+621.8% | $5,651+617.1% |