Filed June 2, 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 | $101,136 | $72,492+39.5% | $87,100+16.1% | $72,985+38.6% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 20.42% | 24.46%-4.0pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,185 | $1,894+68.2% | $2,521+26.3% | $2,440+30.6% |
| Participant deferral / active EE | $4,097 | $3,270+25.3% | $4,049+1.2% | $3,607+13.6% |
| Admin fee / account holder | $7,250 | $5,055+43.4% | $7,497-3.3% | $5,124+41.5% |