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 | $76,944 | $91,538-15.9% | $129,995-40.8% | $75,163+2.4% |
| Participation rate | 77.0% | 71.4%+5.6pp | 78.5%-1.5pp | 67.2%+9.8pp |
| Annual return | 16.01% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,436 | $2,845-14.4% | $4,320-43.6% | $2,670-8.8% |
| Participant deferral / active EE | $4,568 | $4,341+5.2% | $5,820-21.5% | $4,125+10.7% |
| Admin fee / account holder | $470 | $6,790-93.1% | $10,614-95.6% | $5,651-91.7% |