Filed November 15, 2022 (most recent of 3 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 | $77,147 | $201,272-61.7% | $184,203-58.1% | $145,922-47.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,191 | $7,022-40.3% | $6,427-34.8% | $4,660-10.1% |
| Participant deferral / active EE | $5,181 | $9,806-47.2% | $9,131-43.3% | $6,688-22.5% |
| Admin fee / account holder | $13,682 | $16,364-16.4% | $13,901-1.6% | $13,397+2.1% |