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 | $148,214 | $73,004+103.0% | $90,749+63.3% | $68,494+116.4% |
| Participation rate | 82.9% | 70.8%+12.0pp | 75.7%+7.2pp | 67.9%+15.0pp |
| Annual return | -13.97% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,081 | $2,193-50.7% | $2,921-63.0% | $2,596-58.4% |
| Participant deferral / active EE | $7,142 | $3,627+96.9% | $4,564+56.5% | $4,027+77.3% |
| Admin fee / account holder | $42,055 | $5,896+613.3% | $8,445+398.0% | $5,403+678.4% |