Filed August 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,557 | $58,208+5.8% | $81,812-24.8% | $80,856-23.9% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 8.87% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,668 | $2,340+99.5% | $2,912+60.3% | $2,755+69.5% |
| Participant deferral / active EE | $3,411 | $3,281+4.0% | $4,319-21.0% | $4,296-20.6% |
| Admin fee / account holder | $26,559 | $4,981+433.2% | $7,386+259.6% | $6,918+283.9% |