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 | $160,304 | $76,367+109.9% | $93,606+71.3% | $72,985+119.6% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 18.58% | 25.82%-7.2pp | 32.76%-14.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $736 | $2,275-67.7% | $2,718-72.9% | $2,440-69.8% |
| Participant deferral / active EE | $6,316 | $3,538+78.5% | $4,069+55.2% | $3,607+75.1% |
| Admin fee / account holder | $3,464 | $6,838-49.4% | $7,888-56.1% | $5,124-32.4% |