Filed March 9, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,093 | $45,152-44.4% | $73,843-66.0% | $59,632-57.9% |
| Participation rate | 93.2% | 64.0%+29.2pp | 73.4%+19.7pp | 68.7%+24.5pp |
| Annual return | -0.47% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $6,679 | $1,902+251.2% | $2,787+139.6% | $2,203+203.2% |
| Participant deferral / active EE | $3,984 | $2,574+54.8% | $3,583+11.2% | $3,192+24.8% |
| Admin fee / account holder | $2,740 | $3,516-22.1% | $4,880-43.9% | $4,297-36.2% |