Filed April 21, 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 | $84,292 | $157,256-46.4% | $141,162-40.3% | $152,861-44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.59% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,199 | $5,261-20.2% | $4,735-11.3% | $4,762-11.8% |
| Participant deferral / active EE | $5,040 | $7,109-29.1% | $6,709-24.9% | $5,850-13.9% |
| Admin fee / account holder | $5,581 | $12,120-54.0% | $10,261-45.6% | $11,596-51.9% |