Filed December 29, 2020 (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 | $147,664 | $72,277+104.3% | $101,248+45.8% | $79,858+84.9% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 18.72% | 22.30%-3.6pp | 46.47%-27.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,883 | $2,692+118.6% | $3,660+60.8% | $2,471+138.1% |
| Participant deferral / active EE | $7,594 | $3,282+131.4% | $4,370+73.8% | $3,740+103.0% |
| Admin fee / account holder | $20,887 | $4,400+374.7% | $5,945+251.3% | $5,306+293.6% |