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 | $149,212 | $70,587+111.4% | $124,672+19.7% | $85,850+73.8% |
| Participation rate | 88.5% | 64.4%+24.0pp | 74.6%+13.9pp | 69.3%+19.1pp |
| Annual return | 16.35% | 20688.83%-20672.5pp | 5142.93%-5126.6pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,698 | $1,913+93.3% | $3,324+11.3% | $2,565+44.2% |
| Participant deferral / active EE | $9,033 | $2,969+204.3% | $4,614+95.8% | $3,952+128.6% |
| Admin fee / account holder | $51,409 | $5,282+873.3% | $7,493+586.1% | $6,260+721.2% |