Filed December 7, 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 | $120,378 | $77,145+56.0% | $108,410+11.0% | $85,850+40.2% |
| Participation rate | 93.6% | 74.7%+18.9pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 30.79% | 44.54%-13.8pp | 905.27%-874.5pp | 318.53%-287.7pp |
| Employer contribution / active EE | $4,404 | $2,379+85.1% | $3,558+23.8% | $2,565+71.7% |
| Participant deferral / active EE | $8,455 | $5,566+51.9% | $6,563+28.8% | $3,952+114.0% |
| Admin fee / account holder | $6,596 | $5,172+27.5% | $7,295-9.6% | $6,260+5.4% |