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 | $65,462 | $83,477-21.6% | $125,175-47.7% | $72,985-10.3% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.5%+10.8pp |
| Annual return | 22.50% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,074 | $2,345-11.6% | $3,865-46.3% | $2,440-15.0% |
| Participant deferral / active EE | $4,288 | $3,585+19.6% | $4,937-13.1% | $3,607+18.9% |
| Admin fee / account holder | $1,423 | $5,517-74.2% | $9,702-85.3% | $5,124-72.2% |