Filed July 19, 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 | $62,947 | $87,841-28.3% | $133,980-53.0% | $62,891+0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.35% | 12.05%-2.7pp | 29.30%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,637 | $3,483-53.0% | $5,211-68.6% | $2,281-28.2% |
| Participant deferral / active EE | $1,837 | $4,812-61.8% | $6,282-70.8% | $3,203-42.7% |
| Admin fee / account holder | $3,228 | $5,371-39.9% | $9,324-65.4% | $4,296-24.9% |