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 | $125,052 | $78,422+59.5% | $95,952+30.3% | $79,858+56.6% |
| Participation rate | 94.3% | 73.5%+20.9pp | 77.1%+17.3pp | 69.6%+24.7pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,977 | $1,945+53.0% | $2,541+17.2% | $2,471+20.5% |
| Participant deferral / active EE | $4,111 | $3,440+19.5% | $4,167-1.4% | $3,740+9.9% |
| Admin fee / account holder | $34,639 | $5,622+516.1% | $6,795+409.7% | $5,306+552.8% |