Filed June 24, 2022 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,005 | $94,625+119.8% | $116,228+79.0% | $84,808+145.3% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.6%+6.1pp | 68.3%+12.3pp |
| Annual return | 11.13% | 20.40%-9.3pp | 90.06%-78.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $966 | $2,347-58.8% | $2,994-67.7% | $2,631-63.3% |
| Participant deferral / active EE | $9,269 | $3,972+133.4% | $4,953+87.1% | $4,212+120.1% |
| Admin fee / account holder | $58,032 | $10,091+475.1% | $11,989+384.0% | $7,344+690.2% |