Filed June 13, 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 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 | $63,712 | $82,032-22.3% | $123,104-48.2% | $59,632+6.8% |
| Participation rate | 90.5% | 83.2%+7.3pp | 86.8%+3.7pp | 68.7%+21.8pp |
| Annual return | -1.53% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,721 | $3,297-47.8% | $5,151-66.6% | $2,203-21.9% |
| Participant deferral / active EE | $2,512 | $4,667-46.2% | $6,230-59.7% | $3,192-21.3% |
| Admin fee / account holder | $10,114 | $5,881+72.0% | $9,015+12.2% | $4,297+135.4% |