Filed July 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 | $77,443 | $78,422-1.2% | $95,952-19.3% | $79,858-3.0% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 20.68% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,879 | $1,945+48.0% | $2,541+13.3% | $2,471+16.5% |
| Participant deferral / active EE | $3,893 | $3,440+13.2% | $4,167-6.6% | $3,740+4.1% |
| Admin fee / account holder | $2,718 | $5,622-51.6% | $6,795-60.0% | $5,306-48.8% |