Filed April 4, 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 | $88,657 | $109,413-19.0% | $156,263-43.3% | $84,808+4.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.57% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,155 | $2,907+8.5% | $4,333-27.2% | $2,631+19.9% |
| Participant deferral / active EE | $6,788 | $4,590+47.9% | $6,158+10.2% | $4,212+61.2% |
| Admin fee / account holder | $13,735 | $9,357+46.8% | $14,255-3.6% | $7,344+87.0% |