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 | $282,176 | $154,117+83.1% | $129,995+117.1% | $139,434+102.4% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 15.29% | 32.48%-17.2pp | -137.18%+152.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,734 | $5,289+8.4% | $4,320+32.7% | $4,751+20.7% |
| Participant deferral / active EE | $10,012 | $6,710+49.2% | $5,820+72.0% | $6,710+49.2% |
| Admin fee / account holder | $32,927 | $14,007+135.1% | $10,614+210.2% | $11,403+188.8% |