Filed July 21, 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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,019 | $80,724-66.5% | $103,333-73.9% | $74,495-63.7% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 23.26% | 27.56%-4.3pp | 24.88%-1.6pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $2,846 | $3,157-9.9% | $3,868-26.4% | $2,623+8.5% |
| Participant deferral / active EE | $3,961 | $3,860+2.6% | $5,057-21.7% | $4,346-8.8% |
| Admin fee / account holder | $1,154 | $2,368-51.3% | $8,355-86.2% | $1,942-40.6% |