Filed February 18, 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 3-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 | $106,148 | $159,602-33.5% | $150,045-29.3% | $142,382-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.65% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,332 | $4,961-32.8% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $8,568 | $8,310+3.1% | $7,997+7.1% | $6,507+31.7% |
| Admin fee / account holder | $683 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |