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 | $89,728 | $165,335-45.7% | $149,696-40.1% | $158,922-43.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.61% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,485 | $5,103-31.7% | $4,644-25.0% | $4,761-26.8% |
| Participant deferral / active EE | $3,792 | $7,181-47.2% | $6,842-44.6% | $5,982-36.6% |
| Admin fee / account holder | $13,025 | $10,807+20.5% | $9,309+39.9% | $11,246+15.8% |