Filed December 9, 2021 (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 9-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 | $19,931 | $95,416-79.1% | $185,823-89.3% | $85,850-76.8% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 43.39% | 23.59%+19.8pp | 122.05%-78.7pp | 318.53%-275.1pp |
| Employer contribution / active EE | $1,537 | $3,314-53.6% | $5,167-70.3% | $2,565-40.1% |
| Participant deferral / active EE | $2,222 | $3,423-35.1% | $5,568-60.1% | $3,952-43.8% |
| Admin fee / account holder | $818 | $7,213-88.7% | $16,237-95.0% | $6,260-86.9% |