Filed October 20, 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 | $102,532 | $125,758-18.5% | $169,993-39.7% | $75,163+36.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.94% | 27.20%-11.3pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,788 | $4,615-17.9% | $6,785-44.2% | $2,670+41.9% |
| Participant deferral / active EE | $9,893 | $6,837+44.7% | $10,408-4.9% | $4,125+139.8% |
| Admin fee / account holder | $30,295 | $8,173+270.7% | $12,815+136.4% | $5,651+436.1% |