Filed November 13, 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 | $150,488 | $214,378-29.8% | $200,582-25.0% | $142,382+5.7% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 15.41% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,443 | $6,841-64.3% | $6,419-61.9% | $4,299-43.2% |
| Participant deferral / active EE | $4,485 | $9,865-54.5% | $9,331-51.9% | $6,507-31.1% |
| Admin fee / account holder | $22,002 | $17,692+24.4% | $16,305+34.9% | $12,624+74.3% |