Filed March 31, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,460 | $153,772-84.7% | $133,980-82.5% | $273,961-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.52% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,114 | $6,029-64.9% | $5,211-59.4% | $4,869-56.6% |
| Participant deferral / active EE | $2,868 | $6,958-58.8% | $6,282-54.3% | $5,287-45.8% |
| Admin fee / account holder | $70 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |