Filed March 22, 2022 (most recent of 5 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 | $246,686 | $176,056+40.1% | $159,436+54.7% | $167,490+47.3% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 12.42% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,000 | $5,297+69.9% | $4,829+86.4% | $4,837+86.0% |
| Participant deferral / active EE | $9,912 | $7,750+27.9% | $7,352+34.8% | $6,341+56.3% |
| Admin fee / account holder | $11,094 | $12,554-11.6% | $10,799+2.7% | $12,309-9.9% |