Filed November 15, 2022 (most recent of 3 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 | $98,031 | $209,832-53.3% | $189,513-48.3% | $167,490-41.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.33% | 748.27%-740.9pp | 555.15%-547.8pp | 478.56%-471.2pp |
| Employer contribution / active EE | $5,651 | $6,914-18.3% | $6,162-8.3% | $4,837+16.8% |
| Participant deferral / active EE | $3,944 | $8,935-55.9% | $8,221-52.0% | $6,341-37.8% |
| Admin fee / account holder | $28,440 | $14,293+99.0% | $12,045+136.1% | $12,309+131.1% |