Filed January 28, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,725 | $183,519-36.4% | $155,509-24.9% | $145,922-20.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.60% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,323 | $5,313-37.4% | $4,672-28.9% | $4,660-28.7% |
| Participant deferral / active EE | $10,069 | $6,462+55.8% | $5,626+79.0% | $6,688+50.6% |
| Admin fee / account holder | $1,315 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |