Filed December 22, 2020
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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,462 | $109,881+72.4% | $150,045+26.3% | $84,808+123.4% |
| Participation rate | 84.9% | 76.1%+8.8pp | 82.3%+2.6pp | 68.3%+16.6pp |
| Annual return | -16.79% | 28.25%-45.0pp | 62.55%-79.3pp | 40.90%-57.7pp |
| Employer contribution / active EE | $15,085 | $3,561+323.6% | $4,693+221.4% | $2,631+473.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,842 | $8,568-43.5% | $13,435-64.0% | $7,344-34.1% |