Filed September 20, 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 | $189,079 | $60,124+214.5% | $90,404+109.1% | $79,858+136.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.58% | 71.94%-67.4pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $11,342 | $2,068+448.5% | $3,262+247.7% | $2,471+359.0% |
| Participant deferral / active EE | $8,546 | $2,938+190.8% | $3,963+115.6% | $3,740+128.5% |
| Admin fee / account holder | $16,875 | $3,976+324.4% | $5,611+200.8% | $5,306+218.0% |