Filed February 1, 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 | $81,197 | $78,926+2.9% | $136,749-40.6% | $84,808-4.3% |
| Participation rate | 94.3% | 62.2%+32.2pp | 72.1%+22.2pp | 68.3%+26.0pp |
| Annual return | 18.31% | 18.17%+0.1pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,226 | $2,134+4.3% | $3,400-34.5% | $2,631-15.4% |
| Participant deferral / active EE | $6,803 | $3,168+114.7% | $4,692+45.0% | $4,212+61.5% |
| Admin fee / account holder | $387 | $6,369-93.9% | $11,386-96.6% | $7,344-94.7% |