Filed January 3, 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 9-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 | $38,387 | $99,020-61.2% | $86,590-55.7% | $147,584-74.0% |
| Participation rate | 82.6% | 76.3%+6.3pp | 73.5%+9.1pp | 82.8%-0.2pp |
| Annual return | 17.47% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,331 | $3,132-25.6% | $2,839-17.9% | $4,876-52.2% |
| Participant deferral / active EE | $3,595 | $3,972-9.5% | $3,609-0.4% | $5,439-33.9% |
| Admin fee / account holder | $3,176 | $5,710-44.4% | $4,906-35.3% | $10,885-70.8% |