Filed September 7, 2020 (most recent of 3 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 | $133,494 | $85,766+55.6% | $136,294-2.1% | $70,131+90.4% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.2pp |
| Annual return | 18.99% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,259 | $2,966-23.9% | $4,695-51.9% | $2,342-3.6% |
| Participant deferral / active EE | $9,354 | $5,051+85.2% | $6,247+49.7% | $3,332+180.7% |
| Admin fee / account holder | $6,301 | $5,420+16.2% | $9,243-31.8% | $4,645+35.6% |