Filed April 26, 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 | $59,010 | $125,758-53.1% | $169,993-65.3% | $75,163-21.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 28.13% | 27.20%+0.9pp | 53.37%-25.2pp | 160.62%-132.5pp |
| Employer contribution / active EE | $2,456 | $4,615-46.8% | $6,785-63.8% | $2,670-8.0% |
| Participant deferral / active EE | $4,046 | $6,837-40.8% | $10,408-61.1% | $4,125-1.9% |
| Admin fee / account holder | $3,947 | $8,173-51.7% | $12,815-69.2% | $5,651-30.1% |