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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,498 | $90,348+37.8% | $75,972+63.9% | $145,922-14.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 620.88%-604.5pp | 359.55%-343.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,980 | $3,311+80.6% | $2,685+122.7% | $4,660+28.3% |
| Participant deferral / active EE | $11,483 | $5,162+122.5% | $4,255+169.9% | $6,688+71.7% |
| Admin fee / account holder | $474 | $8,467-94.4% | $6,467-92.7% | $13,397-96.5% |