Filed January 5, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,566 | $201,272-75.9% | $184,203-73.6% | $145,922-66.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.56% | 29.00%-19.4pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $6,347 | $7,022-9.6% | $6,427-1.2% | $4,660+36.2% |
| Participant deferral / active EE | $3,694 | $9,806-62.3% | $9,131-59.5% | $6,688-44.8% |
| Admin fee / account holder | $10,797 | $16,364-34.0% | $13,901-22.3% | $13,397-19.4% |