Filed September 11, 2023 (most recent of 2 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 | $88,617 | $88,751-0.2% | $81,812+8.3% | $145,922-39.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $7,535 | $3,083+144.4% | $2,912+158.7% | $4,660+61.7% |
| Participant deferral / active EE | $11,110 | $4,643+139.3% | $4,319+157.3% | $6,688+66.1% |
| Admin fee / account holder | $4,323 | $8,415-48.6% | $7,386-41.5% | $13,397-67.7% |