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 | $68,660 | $110,094-37.6% | $151,611-54.7% | $68,494+0.2% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -10.61% | -10.12%-0.5pp | 3.33%-13.9pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,945 | $4,471-56.5% | $6,166-68.5% | $2,596-25.1% |
| Participant deferral / active EE | $3,940 | $6,527-39.6% | $8,363-52.9% | $4,027-2.2% |
| Admin fee / account holder | $23,865 | $7,719+209.2% | $11,616+105.4% | $5,403+341.7% |