Filed March 26, 2021
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 | $55,100 | $94,529-41.7% | $140,016-60.6% | $64,186-14.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.87% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,744 | $3,812-1.8% | $5,606-33.2% | $2,381+57.2% |
| Participant deferral / active EE | $2,518 | $5,250-52.0% | $6,927-63.6% | $3,470-27.4% |
| Admin fee / account holder | $333 | $6,741-95.1% | $10,705-96.9% | $4,888-93.2% |