Filed December 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,090 | $197,591-46.3% | $177,821-40.3% | $158,922-33.2% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 12.84% | 58.76%-45.9pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,075 | $6,697-84.0% | $5,918-81.8% | $4,761-77.4% |
| Participant deferral / active EE | $3,800 | $8,405-54.8% | $7,714-50.7% | $5,982-36.5% |
| Admin fee / account holder | $337 | $15,399-97.8% | $12,427-97.3% | $11,246-97.0% |