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 | $327,152 | $165,984+97.1% | $164,813+98.5% | $145,922+124.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 11.33% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,041 | $5,273+14.6% | $4,341+39.2% | $4,660+29.6% |
| Participant deferral / active EE | $10,633 | $6,959+52.8% | $6,031+76.3% | $6,688+59.0% |
| Admin fee / account holder | $13,675 | $16,648-17.9% | $12,690+7.8% | $13,397+2.1% |