Filed October 28, 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 | $119,463 | $53,127+124.9% | $86,590+38.0% | $70,131+70.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.88% | 27.66%-14.8pp | 964.84%-952.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $10,548 | $2,068+410.0% | $2,839+271.5% | $2,342+350.3% |
| Participant deferral / active EE | $2,991 | $2,696+11.0% | $3,609-17.1% | $3,332-10.2% |
| Admin fee / account holder | $9,961 | $3,585+177.8% | $4,906+103.1% | $4,645+114.4% |