Filed May 9, 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 | $103,703 | $109,413-5.2% | $156,263-33.6% | $84,808+22.3% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 13.99% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,606 | $2,907+24.0% | $4,333-16.8% | $2,631+37.0% |
| Participant deferral / active EE | $6,464 | $4,590+40.8% | $6,158+5.0% | $4,212+53.5% |
| Admin fee / account holder | $6,813 | $9,357-27.2% | $14,255-52.2% | $7,344-7.2% |