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 | $73,913 | $94,529-21.8% | $140,016-47.2% | $64,186+15.2% |
| Participation rate | 91.5% | 84.1%+7.4pp | 87.5%+4.0pp | 69.6%+21.9pp |
| Annual return | -4.08% | 7.77%-11.8pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,812 | $3,812-52.5% | $5,606-67.7% | $2,381-23.9% |
| Participant deferral / active EE | $2,937 | $5,250-44.1% | $6,927-57.6% | $3,470-15.3% |
| Admin fee / account holder | $3,851 | $6,741-42.9% | $10,705-64.0% | $4,888-21.2% |