Filed July 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,617 | $138,347+19.7% | $184,203-10.1% | $80,856+104.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.08% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $9,884 | $4,850+103.8% | $6,427+53.8% | $2,755+258.8% |
| Participant deferral / active EE | $7,398 | $7,071+4.6% | $9,131-19.0% | $4,296+72.2% |
| Admin fee / account holder | $674 | $10,483-93.6% | $13,901-95.1% | $6,918-90.3% |