Filed July 19, 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 | $57,427 | $94,529-39.2% | $140,016-59.0% | $64,186-10.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.96% | 7.77%-11.7pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,377 | $3,812-11.4% | $5,606-39.8% | $2,381+41.8% |
| Participant deferral / active EE | $3,612 | $5,250-31.2% | $6,927-47.9% | $3,470+4.1% |
| Admin fee / account holder | $32,008 | $6,741+374.8% | $10,705+199.0% | $4,888+554.8% |