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 | $60,968 | $81,900-25.6% | $119,609-49.0% | $68,494-11.0% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.2pp | 67.9%+30.6pp |
| Annual return | -2.44% | -23.82%+21.4pp | -14.97%+12.5pp | -7.84%+5.4pp |
| Employer contribution / active EE | $2,864 | $2,693+6.3% | $4,232-32.3% | $2,596+10.3% |
| Participant deferral / active EE | $6,417 | $4,148+54.7% | $5,602+14.5% | $4,027+59.3% |
| Admin fee / account holder | $16,790 | $6,582+155.1% | $10,323+62.6% | $5,403+210.8% |