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 | $104,778 | $68,346+53.3% | $94,646+10.7% | $75,163+39.4% |
| Participation rate | 84.0% | 76.1%+7.9pp | 80.8%+3.2pp | 67.2%+16.8pp |
| Annual return | 8.67% | 616.93%-608.3pp | 156.71%-148.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $3,118 | $2,701+15.5% | $3,672-15.1% | $2,670+16.8% |
| Participant deferral / active EE | $4,674 | $6,537-28.5% | $7,418-37.0% | $4,125+13.3% |
| Admin fee / account holder | $716 | $5,326-86.6% | $7,231-90.1% | $5,651-87.3% |