Filed June 13, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,586 | $125,758-47.8% | $169,993-61.4% | $75,163-12.7% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 10.00% | 27.20%-17.2pp | 53.37%-43.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,138 | $4,615-53.7% | $6,785-68.5% | $2,670-19.9% |
| Participant deferral / active EE | $3,831 | $6,837-44.0% | $10,408-63.2% | $4,125-7.1% |
| Admin fee / account holder | $17,416 | $8,173+113.1% | $12,815+35.9% | $5,651+208.2% |