Filed June 10, 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 6-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 | $56,578 | $71,883-21.3% | $86,677-34.7% | $68,494-17.4% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -21.56% | 3.52%-25.1pp | 35.91%-57.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,870 | $2,173+32.1% | $2,836+1.2% | $2,596+10.5% |
| Participant deferral / active EE | $11,350 | $3,779+200.4% | $4,656+143.8% | $4,027+181.8% |
| Admin fee / account holder | $4,263 | $6,112-30.3% | $7,493-43.1% | $5,403-21.1% |