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 | $97,282 | $171,865-43.4% | $149,718-35.0% | $147,584-34.1% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 19.09% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,978 | $6,275-52.6% | $5,445-45.3% | $4,876-38.9% |
| Participant deferral / active EE | $6,581 | $7,271-9.5% | $6,569+0.2% | $5,439+21.0% |
| Admin fee / account holder | $5,797 | $13,799-58.0% | $11,283-48.6% | $10,885-46.7% |