Filed January 14, 2021 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,341 | $57,354+66.2% | $83,848+13.7% | $64,186+48.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.51% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $11,628 | $2,545+356.8% | $3,631+220.3% | $2,381+388.4% |
| Participant deferral / active EE | $6,774 | $2,993+126.3% | $4,082+66.0% | $3,470+95.3% |
| Admin fee / account holder | $21,573 | $4,046+433.2% | $5,478+293.8% | $4,888+341.3% |