Filed June 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,678 | $58,828+84.7% | $77,999+39.3% | $62,891+72.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.59% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $543 | $1,672-67.5% | $2,470-78.0% | $2,281-76.2% |
| Participant deferral / active EE | $4,046 | $2,686+50.7% | $3,497+15.7% | $3,203+26.3% |
| Admin fee / account holder | $1,835 | $4,393-58.2% | $5,480-66.5% | $4,296-57.3% |