Filed December 16, 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 | $82,014 | $57,281+43.2% | $86,612-5.3% | $75,163+9.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.52% | 2670.75%-2652.2pp | 591.07%-572.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,465 | $2,314+92.9% | $3,022+47.7% | $2,670+67.2% |
| Participant deferral / active EE | $8,369 | $3,318+152.3% | $4,438+88.6% | $4,125+102.9% |
| Admin fee / account holder | $3,460 | $4,112-15.8% | $5,614-38.4% | $5,651-38.8% |