Filed September 1, 2022
Total covered: 2 employees
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 | $163,570 | $177,572-7.9% | $154,803+5.7% | $142,382+14.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.69% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $914 | $4,810-81.0% | $4,305-78.8% | $4,299-78.7% |
| Participant deferral / active EE | $4,174 | $6,272-33.4% | $5,540-24.7% | $6,507-35.9% |
| Admin fee / account holder | $98,252 | $16,786+485.3% | $14,329+585.7% | $12,624+678.3% |