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 | $176,051 | $81,208+116.8% | $98,907+78.0% | $79,858+120.5% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.2pp |
| Annual return | 6.75% | 60.99%-54.2pp | 196.43%-189.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $780 | $1,960-60.2% | $2,689-71.0% | $2,471-68.4% |
| Participant deferral / active EE | $6,234 | $3,265+90.9% | $4,244+46.9% | $3,740+66.7% |
| Admin fee / account holder | $6,543 | $6,013+8.8% | $6,642-1.5% | $5,306+23.3% |