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 | $130,477 | $138,347-5.7% | $184,203-29.2% | $80,856+61.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.58% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,967 | $4,850-18.2% | $6,427-38.3% | $2,755+44.0% |
| Participant deferral / active EE | $11,157 | $7,071+57.8% | $9,131+22.2% | $4,296+159.7% |
| Admin fee / account holder | $1,547 | $10,483-85.2% | $13,901-88.9% | $6,918-77.6% |