Filed April 22, 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 | $75,438 | $138,347-45.5% | $184,203-59.0% | $80,856-6.7% |
| Participation rate | 91.5% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,194 | $4,850-34.1% | $6,427-50.3% | $2,755+16.0% |
| Participant deferral / active EE | $3,360 | $7,071-52.5% | $9,131-63.2% | $4,296-21.8% |
| Admin fee / account holder | $7,805 | $10,483-25.6% | $13,901-43.9% | $6,918+12.8% |