Filed March 10, 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 | $776,297 | $74,888+936.6% | $71,209+990.2% | $142,382+445.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.54% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,600 | $2,854+201.3% | $2,721+216.1% | $4,299+100.0% |
| Participant deferral / active EE | $18,065 | $4,454+305.6% | $4,175+332.7% | $6,507+177.6% |
| Admin fee / account holder | $28,610 | $5,568+413.8% | $5,349+434.9% | $12,624+126.6% |