Filed January 11, 2021 (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 | $57,653 | $87,841-34.4% | $133,980-57.0% | $62,891-8.3% |
| Participation rate | 82.1% | 83.4%-1.2pp | 87.1%-4.9pp | 69.3%+12.8pp |
| Annual return | 6.16% | 12.05%-5.9pp | 29.30%-23.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,363 | $3,483-32.2% | $5,211-54.7% | $2,281+3.6% |
| Participant deferral / active EE | $4,870 | $4,812+1.2% | $6,282-22.5% | $3,203+52.0% |
| Admin fee / account holder | $4,920 | $5,371-8.4% | $9,324-47.2% | $4,296+14.5% |