Filed January 21, 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 | $172,021 | $77,813+121.1% | $123,544+39.2% | $64,186+168.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.43% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,836 | $3,014+60.5% | $4,628+4.5% | $2,381+103.1% |
| Participant deferral / active EE | $7,380 | $5,240+40.8% | $6,426+14.9% | $3,470+112.7% |
| Admin fee / account holder | $3,842 | $5,519-30.4% | $9,284-58.6% | $4,888-21.4% |