Filed June 8, 2021 (most recent of 6 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 | $172,086 | $148,978+15.5% | $200,582-14.2% | $84,808+102.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.22% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $10,051 | $4,815+108.7% | $6,419+56.6% | $2,631+282.0% |
| Participant deferral / active EE | $5,609 | $7,142-21.5% | $9,331-39.9% | $4,212+33.2% |
| Admin fee / account holder | $1,716 | $13,977-87.7% | $16,305-89.5% | $7,344-76.6% |