Filed December 11, 2020 (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 | $191,694 | $109,881+74.5% | $150,045+27.8% | $84,808+126.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 18.80% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $8,624 | $3,561+142.2% | $4,693+83.8% | $2,631+227.8% |
| Participant deferral / active EE | $12,181 | $6,636+83.6% | $7,997+52.3% | $4,212+189.2% |
| Admin fee / account holder | $24,611 | $8,568+187.2% | $13,435+83.2% | $7,344+235.1% |