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 | $160,161 | $148,978+7.5% | $200,582-20.2% | $84,808+88.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.73% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,113 | $4,815-14.6% | $6,419-35.9% | $2,631+56.3% |
| Participant deferral / active EE | $11,682 | $7,142+63.6% | $9,331+25.2% | $4,212+177.4% |
| Admin fee / account holder | $861 | $13,977-93.8% | $16,305-94.7% | $7,344-88.3% |