Filed February 1, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,740 | $89,753+42.3% | $107,525+18.8% | $84,808+50.6% |
| Participation rate | 98.3% | 68.1%+30.2pp | 75.1%+23.2pp | 68.3%+30.0pp |
| Annual return | 114.01% | 29.48%+84.5pp | 181.32%-67.3pp | 40.90%+73.1pp |
| Employer contribution / active EE | $678 | $3,113-78.2% | $3,754-81.9% | $2,631-74.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $305 | $7,222-95.8% | $8,919-96.6% | $7,344-95.8% |