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 | $345,700 | $58,208+493.9% | $81,812+322.6% | $80,856+327.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.59% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $30,066 | $2,340+1184.9% | $2,912+932.4% | $2,755+991.4% |
| Participant deferral / active EE | $15,208 | $3,281+363.5% | $4,319+252.1% | $4,296+254.0% |
| Admin fee / account holder | $81,776 | $4,981+1541.7% | $7,386+1007.2% | $6,918+1082.1% |