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 | $57,661 | $56,357+2.3% | $104,294-44.7% | $68,494-15.8% |
| Participation rate | 90.7% | 63.3%+27.4pp | 73.3%+17.4pp | 67.9%+22.8pp |
| Annual return | -14.16% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,624 | $1,960-17.1% | $3,372-51.8% | $2,596-37.4% |
| Participant deferral / active EE | $4,794 | $3,077+55.8% | $4,625+3.7% | $4,027+19.0% |
| Admin fee / account holder | $14,765 | $4,903+201.2% | $7,339+101.2% | $5,403+173.3% |