Filed December 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,475 | $85,022+11.1% | $70,515+34.0% | $139,434-32.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 8.76% | 30.38%-21.6pp | 32.77%-24.0pp | 372.94%-364.2pp |
| Employer contribution / active EE | $5,854 | $3,909+49.8% | $2,973+96.9% | $4,751+23.2% |
| Participant deferral / active EE | $7,293 | $5,890+23.8% | $4,567+59.7% | $6,710+8.7% |
| Admin fee / account holder | $125,198 | $8,906+1305.8% | $6,412+1852.6% | $11,403+998.0% |