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 | $213,043 | $183,519+16.1% | $155,509+37.0% | $145,922+46.0% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 12.68% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $12,776 | $5,313+140.5% | $4,672+173.4% | $4,660+174.2% |
| Participant deferral / active EE | $6,644 | $6,462+2.8% | $5,626+18.1% | $6,688-0.7% |
| Admin fee / account holder | $4,195 | $19,313-78.3% | $15,912-73.6% | $13,397-68.7% |