Filed December 16, 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 | $101,975 | $54,705+86.4% | $71,209+43.2% | $84,808+20.2% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 11.62% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,620 | $2,158+67.8% | $2,721+33.0% | $2,631+37.6% |
| Participant deferral / active EE | $7,001 | $3,030+131.0% | $4,175+67.7% | $4,212+66.2% |
| Admin fee / account holder | $16,271 | $4,863+234.6% | $5,349+204.2% | $7,344+121.6% |