Filed January 5, 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 7-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 | $79,156 | $153,772-48.5% | $133,980-40.9% | $273,961-71.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,323 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $4,848 | $6,958-30.3% | $6,282-22.8% | $5,287-8.3% |
| Admin fee / account holder | $602 | $11,765-94.9% | $9,324-93.5% | $10,132-94.1% |