Filed May 4, 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 | $83,330 | $148,978-44.1% | $200,582-58.5% | $84,808-1.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.56% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,615 | $4,815+37.4% | $6,419+3.0% | $2,631+151.4% |
| Participant deferral / active EE | $3,994 | $7,142-44.1% | $9,331-57.2% | $4,212-5.2% |
| Admin fee / account holder | $6,737 | $13,977-51.8% | $16,305-58.7% | $7,344-8.3% |