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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,551 | $54,705+27.1% | $71,209-2.3% | $84,808-18.0% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 14.97% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,105 | $2,158+136.6% | $2,721+87.6% | $2,631+94.0% |
| Participant deferral / active EE | $3,697 | $3,030+22.0% | $4,175-11.5% | $4,212-12.2% |
| Admin fee / account holder | $9,561 | $4,863+96.6% | $5,349+78.7% | $7,344+30.2% |