Filed November 23, 2021 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,659 | $56,317+25.5% | $71,209-0.8% | $74,304-4.9% |
| Participation rate | 73.8% | 55.1%+18.7pp | 73.8%+0.1pp | 60.3%+13.5pp |
| Annual return | 26.52% | 42.83%-16.3pp | 282.51%-256.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $3,830 | $2,160+77.3% | $2,721+40.8% | $2,241+70.9% |
| Participant deferral / active EE | $5,558 | $2,788+99.4% | $4,175+33.1% | $3,767+47.5% |
| Admin fee / account holder | $3,666 | $2,290+60.1% | $5,349-31.5% | $2,969+23.5% |