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 | $187,480 | $79,944+134.5% | $98,439+90.5% | $75,163+149.4% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.2%+9.2pp | 67.2%+17.2pp |
| Annual return | 15.74% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $892 | $2,264-60.6% | $3,048-70.7% | $2,670-66.6% |
| Participant deferral / active EE | $7,329 | $3,752+95.3% | $4,738+54.7% | $4,125+77.7% |
| Admin fee / account holder | $3,270 | $6,840-52.2% | $8,948-63.4% | $5,651-42.1% |