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 | $64,775 | $81,900-20.9% | $119,609-45.8% | $68,494-5.4% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.8pp | 67.9%+6.5pp |
| Annual return | -15.44% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,438 | $2,693-9.5% | $4,232-42.4% | $2,596-6.1% |
| Participant deferral / active EE | $4,139 | $4,148-0.2% | $5,602-26.1% | $4,027+2.8% |
| Admin fee / account holder | $5,924 | $6,582-10.0% | $10,323-42.6% | $5,403+9.6% |