Filed January 28, 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 | $223,394 | $177,572+25.8% | $154,803+44.3% | $142,382+56.9% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 13.76% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $12,694 | $4,810+163.9% | $4,305+194.8% | $4,299+195.3% |
| Participant deferral / active EE | $6,343 | $6,272+1.1% | $5,540+14.5% | $6,507-2.5% |
| Admin fee / account holder | $40,298 | $16,786+140.1% | $14,329+181.2% | $12,624+219.2% |