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 | $61,426 | $121,098-49.3% | $125,175-50.9% | - |
| Participation rate | 100.0% | 74.4%+25.6pp | 79.8%+20.2pp | - |
| Annual return | 34.19% | 15.50%+18.7pp | 43.79%-9.6pp | - |
| Employer contribution / active EE | $2,444 | $1,930+26.6% | $3,865-36.8% | - |
| Participant deferral / active EE | $5,021 | $3,481+44.2% | $4,937+1.7% | - |
| Admin fee / account holder | $1,800 | $16,883-89.3% | $9,702-81.5% | - |