Filed February 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,308 | $148,978-50.8% | $200,582-63.5% | $84,808-13.6% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 14.76% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,922 | $4,815+23.0% | $6,419-7.7% | $2,631+125.1% |
| Participant deferral / active EE | $2,240 | $7,142-68.6% | $9,331-76.0% | $4,212-46.8% |
| Admin fee / account holder | $2,519 | $13,977-82.0% | $16,305-84.5% | $7,344-65.7% |