Filed August 31, 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 | $66,265 | $78,705-15.8% | $117,854-43.8% | $70,131-5.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.39% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,621 | $2,223+107.8% | $3,786+22.1% | $2,342+97.3% |
| Participant deferral / active EE | $4,574 | $3,297+38.7% | $4,482+2.0% | $3,332+37.3% |
| Admin fee / account holder | $6,993 | $5,065+38.1% | $8,020-12.8% | $4,645+50.5% |