Filed September 26, 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 4-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 | $112,597 | $81,248+38.6% | $155,509-27.6% | $80,856+39.3% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $8,680 | $3,100+180.0% | $4,672+85.8% | $2,755+215.1% |
| Participant deferral / active EE | $2,993 | $3,452-13.3% | $5,626-46.8% | $4,296-30.3% |
| Admin fee / account holder | $13,774 | $7,997+72.2% | $15,912-13.4% | $6,918+99.1% |