Filed February 8, 2021
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 | $106,143 | $107,934-1.7% | $91,989+15.4% | $152,861-30.6% |
| Participation rate | 95.7% | 81.2%+14.5pp | 78.6%+17.0pp | 82.4%+13.2pp |
| Annual return | 10.84% | 89.24%-78.4pp | 69.02%-58.2pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,775 | $4,210-57.8% | $3,452-48.6% | $4,762-62.7% |
| Participant deferral / active EE | $5,133 | $6,364-19.3% | $5,923-13.3% | $5,850-12.3% |
| Admin fee / account holder | $13,722 | $10,520+30.4% | $7,743+77.2% | $11,596+18.3% |