Filed June 29, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,081 | $123,793-48.2% | $177,821-64.0% | $79,858-19.8% |
| Participation rate | 77.0% | 84.7%-7.6pp | 87.7%-10.7pp | 69.6%+7.4pp |
| Annual return | 14.27% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,249 | $4,095-69.5% | $5,918-78.9% | $2,471-49.5% |
| Participant deferral / active EE | $2,294 | $5,956-61.5% | $7,714-70.3% | $3,740-38.7% |
| Admin fee / account holder | $8,606 | $7,243+18.8% | $12,427-30.7% | $5,306+62.2% |