Filed March 1, 2023 (most recent of 4 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 | $146,185 | $109,881+33.0% | $150,045-2.6% | $84,808+72.4% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,840 | $3,561+35.9% | $4,693+3.1% | $2,631+84.0% |
| Participant deferral / active EE | $10,772 | $6,636+62.3% | $7,997+34.7% | $4,212+155.8% |
| Admin fee / account holder | $15,715 | $8,568+83.4% | $13,435+17.0% | $7,344+114.0% |