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 | $78,551 | $73,867+6.3% | $143,757-45.4% | $68,494+14.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.05% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,823 | $3,184+20.1% | $4,951-22.8% | $2,596+47.3% |
| Participant deferral / active EE | $6,108 | $3,384+80.5% | $5,637+8.4% | $4,027+51.7% |
| Admin fee / account holder | $56,377 | $5,755+879.7% | $14,673+284.2% | $5,403+943.5% |