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 | $81,762 | $110,094-25.7% | $151,611-46.1% | $68,494+19.4% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -15.78% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,052 | $4,471-31.7% | $6,166-50.5% | $2,596+17.6% |
| Participant deferral / active EE | $4,295 | $6,527-34.2% | $8,363-48.6% | $4,027+6.7% |
| Admin fee / account holder | $5,641 | $7,719-26.9% | $11,616-51.4% | $5,403+4.4% |