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 | $222,067 | $87,013+155.2% | $106,213+109.1% | $80,856+174.6% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.6%+19.0pp |
| Annual return | 13.96% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,034 | $2,395-56.8% | $3,171-67.4% | $2,755-62.5% |
| Participant deferral / active EE | $8,773 | $3,986+120.1% | $5,016+74.9% | $4,296+104.2% |
| Admin fee / account holder | $8,490 | $8,431+0.7% | $11,033-23.0% | $6,918+22.7% |