Filed December 30, 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.
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 | $131,344 | $44,642+194.2% | $91,220+44.0% | $66,914+96.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | 38.44% | -12.29%+50.7pp | 114.01%-75.6pp | 1.58%+36.9pp |
| Employer contribution / active EE | $6,291 | $1,706+268.7% | $2,850+120.7% | $2,544+147.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3,458 | $521+563.2% | $5,420-36.2% | $593+482.9% |