Filed November 30, 2023 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,020 | $148,978-30.8% | $200,582-48.6% | $84,808+21.5% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 12.39% | 28.16%-15.8pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $7,952 | $4,815+65.1% | $6,419+23.9% | $2,631+202.2% |
| Participant deferral / active EE | $6,167 | $7,142-13.7% | $9,331-33.9% | $4,212+46.4% |
| Admin fee / account holder | $23,226 | $13,977+66.2% | $16,305+42.4% | $7,344+216.3% |