Filed January 20, 2021
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 | $600,238 | $159,901+275.4% | $146,958+308.4% | $145,922+311.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.61% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $7,972 | $5,286+50.8% | $4,933+61.6% | $4,660+71.1% |
| Participant deferral / active EE | $19,406 | $8,428+130.2% | $8,070+140.5% | $6,688+190.2% |
| Admin fee / account holder | $568 | $15,044-96.2% | $12,998-95.6% | $13,397-95.8% |