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 | $92,923 | $138,044-32.7% | $125,339-25.9% | $134,475-30.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.26% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,218 | $5,243+94.9% | $4,814+112.3% | $4,740+115.6% |
| Participant deferral / active EE | $9,360 | $7,799+20.0% | $7,446+25.7% | $6,400+46.3% |
| Admin fee / account holder | $3,080 | $11,571-73.4% | $10,010-69.2% | $11,426-73.0% |