Filed March 31, 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 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 | $66,417 | $148,978-55.4% | $200,582-66.9% | $84,808-21.7% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 16.65% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,895 | $4,815-39.9% | $6,419-54.9% | $2,631+10.0% |
| Participant deferral / active EE | $3,424 | $7,142-52.1% | $9,331-63.3% | $4,212-18.7% |
| Admin fee / account holder | $5,544 | $13,977-60.3% | $16,305-66.0% | $7,344-24.5% |