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 | $63,019 | $91,552-31.2% | $133,956-53.0% | $79,858-21.1% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.6%+4.5pp |
| Annual return | 10.70% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,688 | $2,384-29.2% | $3,919-56.9% | $2,471-31.7% |
| Participant deferral / active EE | $3,324 | $3,733-11.0% | $5,048-34.1% | $3,740-11.1% |
| Admin fee / account holder | $23,908 | $6,321+278.2% | $8,927+167.8% | $5,306+350.6% |