Filed January 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,520 | $209,832-62.6% | $189,513-58.6% | $167,490-53.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.17% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,425 | $6,914-79.4% | $6,162-76.9% | $4,837-70.6% |
| Participant deferral / active EE | $4,338 | $8,935-51.4% | $8,221-47.2% | $6,341-31.6% |
| Admin fee / account holder | $3,503 | $14,293-75.5% | $12,045-70.9% | $12,309-71.5% |