Filed April 1, 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 | $145,915 | $85,202+71.3% | $172,739-15.5% | $72,985+99.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.52% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,808 | $3,324+44.6% | $5,143-6.5% | $2,440+97.1% |
| Participant deferral / active EE | $5,091 | $3,260+56.2% | $5,198-2.1% | $3,607+41.1% |
| Admin fee / account holder | $869 | $5,884-85.2% | $13,954-93.8% | $5,124-83.0% |