Filed April 20, 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 5-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 | $46,728 | $125,758-62.8% | $169,993-72.5% | $75,163-37.8% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.0%+3.6pp | 67.2%+23.4pp |
| Annual return | 17.52% | 27.20%-9.7pp | 53.37%-35.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,176 | $4,615-52.8% | $6,785-67.9% | $2,670-18.5% |
| Participant deferral / active EE | $3,393 | $6,837-50.4% | $10,408-67.4% | $4,125-17.7% |
| Admin fee / account holder | $1,890 | $8,173-76.9% | $12,815-85.3% | $5,651-66.6% |