Filed June 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,235 | $179,726+119.4% | $156,263+152.3% | $142,382+176.9% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 15.86% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,817 | $5,069+34.5% | $4,333+57.3% | $4,299+58.6% |
| Participant deferral / active EE | $12,104 | $6,956+74.0% | $6,158+96.5% | $6,507+86.0% |
| Admin fee / account holder | $5,050 | $17,272-70.8% | $14,255-64.6% | $12,624-60.0% |