Filed October 23, 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 | $108,773 | $148,978-27.0% | $200,582-45.8% | $84,808+28.3% |
| Participation rate | 89.0% | 84.2%+4.8pp | 86.9%+2.1pp | 68.3%+20.7pp |
| Annual return | 13.67% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,696 | $4,815-64.8% | $6,419-73.6% | $2,631-35.5% |
| Participant deferral / active EE | $5,165 | $7,142-27.7% | $9,331-44.6% | $4,212+22.6% |
| Admin fee / account holder | $14,937 | $13,977+6.9% | $16,305-8.4% | $7,344+103.4% |