Filed February 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,291 | $148,978-62.9% | $200,582-72.4% | $84,808-34.8% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 16.89% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,451 | $4,815-49.1% | $6,419-61.8% | $2,631-6.9% |
| Participant deferral / active EE | $2,289 | $7,142-67.9% | $9,331-75.5% | $4,212-45.6% |
| Admin fee / account holder | $1,323 | $13,977-90.5% | $16,305-91.9% | $7,344-82.0% |