Filed June 14, 2021 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,668 | $105,181+155.4% | $159,436+68.5% | $85,850+213.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.44% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,849 | $3,318+76.3% | $4,829+21.1% | $2,565+128.0% |
| Participant deferral / active EE | $8,769 | $5,945+47.5% | $7,352+19.3% | $3,952+121.9% |
| Admin fee / account holder | $52,297 | $6,933+654.3% | $10,799+384.3% | $6,260+735.4% |