Filed August 20, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $80,215 | $81,632-1.7% | $70,449+13.9% | $158,922-49.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 5.50% | 208.40%-202.9pp | 109.03%-103.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $9,386 | $3,217+191.7% | $2,737+243.0% | $4,761+97.1% |
| Participant deferral / active EE | $9,416 | $4,554+106.8% | $3,709+153.9% | $5,982+57.4% |
| Admin fee / account holder | $3,324 | $6,193-46.3% | $3,845-13.6% | $11,246-70.4% |