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 | $123,097 | $61,660+99.6% | $80,019+53.8% | $64,186+91.8% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -4.38% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $707 | $1,810-61.0% | $2,468-71.4% | $2,381-70.3% |
| Participant deferral / active EE | $5,252 | $2,968+77.0% | $3,686+42.5% | $3,470+51.4% |
| Admin fee / account holder | $18,097 | $5,417+234.1% | $6,521+177.5% | $4,888+270.2% |