Filed February 9, 2022 (most recent of 4 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 | $275,363 | $106,584+158.4% | $101,326+171.8% | $142,382+93.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.03% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,588 | $3,956+16.0% | $3,665+25.2% | $4,299+6.7% |
| Participant deferral / active EE | $19,824 | $8,297+138.9% | $7,994+148.0% | $6,507+204.6% |
| Admin fee / account holder | $14,911 | $11,446+30.3% | $11,185+33.3% | $12,624+18.1% |