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 | $57,133 | $138,347-58.7% | $184,203-69.0% | $80,856-29.3% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+0.9pp | 67.6%+20.1pp |
| Annual return | 13.20% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,261 | $4,850-53.4% | $6,427-64.8% | $2,755-17.9% |
| Participant deferral / active EE | $3,975 | $7,071-43.8% | $9,131-56.5% | $4,296-7.5% |
| Admin fee / account holder | $2,669 | $10,483-74.5% | $13,901-80.8% | $6,918-61.4% |